Rebecca R. Meares
MCADAM LLC
Mclean, VA 22102
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CRD#: 6097842
Professional summary
Rebecca Rose Meares, CFP®, who also goes by Rebecca Rose Tinger, Rebecca Tinger, is a registered financial advisor currently at MCADAM LLC located in Mclean, Virginia.
Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Rebecca has worked at 3 firms and has passed the Series 66, SIE and Series 7 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
Rebecca Rose Tinger | Rebecca Tinger
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.
1)REBECCA Meares,YES,1750 Tysons Blvd, Suite 1500, Mclean VA 22102,FIXED INSURANCE,INDEPENDENT INSURANCE AGENT,09/21/2012,160,160,SALES OF FIXED INSURANCE.
2)MCADAM, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. FINANCIAL SERVICES/DBA,ASSOCIATE,09/21/2012,160,160,SALE OF FIXED INSURANCE, SECURITIES, AND INVESTMENT PRODUCTS.
3)McAdam Institutional Brokerage,YES,1750 Tysons Blvd, Suite 1500, Mclean VA 22102,FIXED INSURANCE,ASSOCIATE,09/21/2012,5,5,SALE OF FIXED INSURANCE AND SECURITIES PRODUCTS.
4) Caudle Meares, LLC. Investment Related. 1750 Tysons Blvd, Suite 1500, Mclean VA 22102. Co-Owner. Start 10/2017. 40 hours per month, all during Trading Hours. Financial Planning and Wealth Management.
CRS (Client Relationship Summary) - RIA
Click below to view Rebecca Rose Meares's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®
Start date: 2016
Experience
Current
October 3, 2014 - Present
MCADAM LLC
Office #1: 1750 Tysons Blvd Suite 1500, Mclean, VA 22102RIA
CRD#: 170914
Mclean, VA
Past
October 3, 2014 - June 30, 2020
PURSHE KAPLAN STERLING INVESTMENTS
BD
CRD#: 35747
McLean, VA
Past
September 28, 2012 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
RIA
CRD#: 2882
TYSONS CORNER, VA
Past
September 19, 2012 - October 3, 2014
VOYA FINANCIAL ADVISORS, INC.
BD
CRD#: 2882
TYSONS CORNER, VA
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.Highlighted states indicate IAR registrations
IAR
Texas(4/7/2021)
IAR
Virginia(10/3/2014)
Exams
State Security Law Exam
General Industry/Product Exam
General Industry/Product Exam
Current Firm
ML
MCADAM LLC
ALEXANDER FINANCIAL PLANNING | RETIREUS | NONA ADVISORS, LLC | MCADAM LLC | MCADAM FA LLC | MBVM PHILADELPHIA | LRVS ADVISORY GROUP | FINANCIAL PLANNERS GROUP | CORNERSTONE CAPITAL PLANNING GROUP | CAUDLE MEARES WEALTH MANAGEMENT | BIRCH FINANCIAL PARTNERS
CRD#: 170914 / SEC#: 801-79583
RIA
Registered Investment Advisory firm - (4/10/2014 Approved)Upgrade to AdvisorCheck Premium
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Contact information
Main Address
150 N. Radnor Chester Road Suite F-200, Radnor, PA 19087
Mailing Address
Phone number
(888) 614-5323
Established
Firm type
Fiscal year end
# of Employees
152
SEC notice filing (46 States and Territories)
Documents
Regulatory assets under management
| Total Number of Accounts | 10,346 |
| AUM (Assets Under Management) | $ 2,294,363,822 |
Red Flags
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Check for any disclosures as part of your thorough research when choosing an advisor.
