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Rebecca W Yerby

Rebecca W. Yerby

FOUR10 PLANNING | Owner, Financial Planner
Vestavia Hills, AL
Some features on this profile are disabled
CRD#: 7013833
Rebecca W Yerby

Professional summary

Rebecca W Yerby, CFP®, who also goes by Rebecca T Weir, Rebecca Yerby, is a registered financial advisor currently at FOUR10 PLANNING located in Vestavia Hills, Alabama.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rebecca has worked at 2 firms and has passed the Series 65 exam.

top-8-questions

Question & Answer

What are your service offerings?
Insurance Planning
Life Transitions
Estate Planning
Comprehensive Financial Planni...
Retirement Planning
Investment Planning
Tax Planning
Education Planning
Do you have an area of expertise or specialization?
Budget & Debt Management
Comprehensive Financial Planni...
Attending College
Charitable & Planned Giving
Buying a Home
Career Change
Estate Planning
Getting Married
Insurance
Life Planning
Starting a Family
Personal Taxes
Women's Finances
Are you a "fiduciary"?
Yes

Aliases

Rebecca T Weir | Rebecca Yerby

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.
Rebecca Yerby is currently the Owner and Tax Return Preparer at Four10 Accounting & Tax, LLC. This activity accounts for approximately 5% of her time.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rebecca W Yerby'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®

Certified Financial Planner

Start date: 2021

Experience

Current

March 29, 2023 - Present

FOUR10 PLANNING

RIA
CRD#: 324385
Vestavia Hills, AL
Past

July 27, 2019 - January 4, 2022

KASSOUF WEALTH ADVISORS, LLC

RIA
CRD#: 122683
Birmingham, AL

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
Alabama
(3/29/2023)

Exams

State Security Law Exam
IAR
Series 65
Date: 7/27/2019
Uniform Investment Adviser Law Examination

Current Firm

FP
FOUR10 PLANNING
FOUR10 PLANNING | FOUR10 PLANNING LLC

CRD#: 324385 / SEC#:

Alabama
Registered Investment Advisory firm - (3/29/2023 Approved)
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Contact information

Main Address
Vestavia Hills, AL
Mailing Address
Phone number
(205) 213-4982
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV

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

FOUR10 PLANNING

Owner, Financial PlannerCRD#: 324385Vestavia Hills, AL

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