Rebecca J. Sierp
Professional summary
Rebecca Janine Sierp, who also goes by Rebecca Janine Stanley, is a registered financial advisor currently at WPWEALTH LLP located in Fort Worth, Texas.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Rebecca has worked at 1 firm and has passed the Series 65 exam.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Janine Sierp's CRS (Customer Relationship Summary).
Certified licenses
Experience
February 11, 2011 - Present
WPWEALTH LLP
Office #1: 640 Taylor Street, Suite 2200 Suite 2200, Fort Worth, TX 76102Primary Firm SEC Registration
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(2/11/2011)
Current Firm
WPWEALTH LLP
CRD#: 145467 / SEC#: 801-68528
Contact information
SEC notice filing (1 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 2,581 |
| AUM (Assets Under Management) | $ 1,029,170,419 |
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.
