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RM

Rebecca F. Mcnamara

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CRD#: 6483901
RM

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 Fields Mcnamara, who also goes by Rebecca Frances Fields, was a registered financial professional .

Rebecca is a previously registered financial professional and started their career in finance in 2015. Rebecca had worked at 1 firm and has passed the Series 65 exam.

top-8-questions

Question & Answer


Are you a "fiduciary"?
No

Aliases


Rebecca Frances Fields

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

May 2, 2015 - March 21, 2019

SENSUS WEALTH MANAGEMENT GROUP LLC

RIA
CRD#: 153357
Santa Barbara, 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
IAR
Series 65
Date: 5/2/2015
Uniform Investment Adviser Law Examination

Current Firm


SW
SENSUS WEALTH MANAGEMENT GROUP LLC
OPCION ADVISORS LLC | SENSUS WEALTH MANAGEMENT GROUP LLC | OPCION MANAGEMENT LLC

CRD#: 153357 / SEC#:

Texas
Registered Investment Advisory firm - (2/17/2012 Approved)
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Contact information


Main Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230
Mailing Address
8000 Ih 10 West Suite 1500, San Antonio, TX 78230
Phone number
(210) 735-4000
Established
Firm type
Fiscal year end
# of Employees
2

Documents


Latest Form ADV

Regulatory assets under management


Total Number of Accounts120
AUM (Assets Under Management)$ 30,405,686

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


SENSUS WEALTH MANAGEMENT GROUP LLC

CRD#: 153357

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