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RK

Rebecca L. Krulik

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CRD#: 5029078
RK

Professional summary


Being a previously registered professional could mean that this person is no longer operating under the supervision of the SEC or FINRA.

That means that the Securities and Exchange Commission may not be able to oversee the services that this specific professional is providing.

Rebecca Lynn Krulik, who also goes by Becky Lynn Clark, Rebeca Lynn Clark, Rebecca Lynn Clark, was a registered financial professional .

Rebecca is a previously registered financial professional and started their career in finance in 2006. Rebecca had worked at 4 firms and has passed the Series 66, Series 63, SIE, Series 7, Series 53 and Series 24 exams.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Becky Lynn Clark | Rebeca Lynn Clark | Rebecca Lynn Clark

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

Blog Corner


CRS (Client Relationship Summary)


The CRS(Customer Relationship Summary) document is not provided.

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
None

Experience


Past

December 18, 2013 - November 24, 2015

ROXBURY CAPITAL MANAGEMENT LLC

RIA
CRD#: 108832
MINNETONKA, MN
Past

December 18, 2012 - November 23, 2015

FORESIDE FUND SERVICES, LLC

BD
CRD#: 46106
MINNETONKA, MN
Past

December 20, 2011 - November 14, 2012

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

March 22, 2007 - May 26, 2010

THRIVENT INVESTMENT MANAGEMENT INC.

BD
CRD#: 18387
MINNEAPOLIS, MN
Past

December 4, 2006 - March 7, 2007

WELLS FARGO INVESTMENTS, LLC

BD
CRD#: 10582
SAN FRANCISCO, CA

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

Visual representation of state registrations

This advisor is not registered in any state.

Exams


State Security Law Exam
RR
IAR
Series 66
Date: 5/15/2012
Uniform Combined State Law Examination
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Principal/Supervisory Exam
Principal/Supervisory Exam

Current Firm


RC
ROXBURY CAPITAL MANAGEMENT LLC
ROXBURY CAPITAL MANAGEMENT LLC

CRD#: 108832 / SEC#: 801-55521

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Contact information


Main Address
6001 Shady Oak Road Ste 200, Minnetonka, MN 55343
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents


Latest Form ADV

Part 2 Brochures

ADV 2A 04/30/2015 (4/30/2015)

Red Flags


Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

Company Information


ROXBURY CAPITAL MANAGEMENT LLC

CRD#: 108832

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