Rebecca K. Bowling

RESURGENT ADVISORS

Danville, KY 40422

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CRD#: 6550326

Professional summary

Rebecca Kelley Bowling, who also goes by Rebecca Lynn Kelley, Rebecca Terrell, is a registered financial advisor currently at RESURGENT ADVISORS located in Danville, Kentucky.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rebecca has worked at 1 firm and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Rebecca Lynn Kelley | Rebecca Terrell

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.

ARCHITECTURAL TECH SERVICES; NOT INVESTMENT RELATED; ATLANTA, GA; ARCHITECTURAL SERVICES; PART TIME and started Nov 2016; APPROX. 16 HOURS PER MONTH, NONE DURING TRADING HOURS; ASSIST WITH WRITING AND FORMATTING OF ARCHITECURAL SPECIFICATIONS

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Kelley Bowling's CRS (Customer Relationship Summary).

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®

None

Experience

Current

June 17, 2023 - Present

RESURGENT ADVISORS

Office #1: 301 W. Main Street, Danville, KY 40422

RIA

CRD#: 299575

Danville, KY

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".

RESURGENT ADVISORS

CRD#: 299575 / SEC#: 801-117725

RIA

Registered Investment Advisory firm - (12/4/2019 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

Kentucky
(6/17/2023)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/17/2023

Uniform Investment Adviser Law Examination

Current Firm

RESURGENT ADVISORS

CRD#: 299575 / SEC#: 801-117725

RIA

Registered Investment Advisory firm - (12/4/2019 Approved)

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Contact information

Main Address

6300 Powers Ferry Road Suite 600-207, Atlanta, GA 30339

Mailing Address

Phone number

(770) 615-8383

Established

Firm type

Fiscal year end

# of Employees

SEC notice filing (7 States and Territories)

Documents

Customer Relationship Summary (CRS / SEC)

Latest Form ADV

Part 2 Brochures

RESURGENT FRM BROCHURE 3.31.25 (3/31/2025)

Regulatory assets under management

Total Number of Accounts	925
AUM (Assets Under Management)	$ 326,381,640

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.

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Rebecca K. Bowling

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca Kelley Bowling's CRS (Customer Relationship Summary).

Certified licenses

Experience

RESURGENT ADVISORS

Primary Firm SEC Registration

RESURGENT ADVISORS

State Registrations and Notice Filings

Exams

Series 65

Date: 6/17/2023

Current Firm

RESURGENT ADVISORS

Contact information

SEC notice filing (7 States and Territories)

Documents

Part 2 Brochures

Regulatory assets under management

Red Flags

Company Information

RESURGENT ADVISORS

TRUST BUT VERIFY

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