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RI

Rebecca J. Incledon

HER PERSONAL FINANCE
Chicago, IL
Some features on this profile are disabled
CRD#: 7785351
RI

Professional summary

Rebecca J Incledon is a registered financial advisor currently at HER PERSONAL FINANCE located in Chicago, Illinois.

Rebecca is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2023. Rebecca has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

None

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) - RIA

Click below to view Rebecca J Incledon'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®
None

Experience

Current

May 7, 2026 - Present

HER PERSONAL FINANCE

RIA
CRD#: 327545
Chicago, IL
Past

October 12, 2023 - April 28, 2026

CULTIVATING WEALTH

RIA
CRD#: 282447
Chicago, IL

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
California
(5/7/2026)
IAR
New York
(5/7/2026)
IAR
Texas
(5/7/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 10/12/2023
Uniform Investment Adviser Law Examination

Current Firm

HP
HER PERSONAL FINANCE
ACCESS 401K | HER PERSONAL FINANCE | ACCESS 401K LLC

CRD#: 327545 / SEC#:

California
Registered Investment Advisory firm - (3/18/2025 Approved)
Massachusetts
Registered Investment Advisory firm - (3/6/2025 Approved)
New York
Registered Investment Advisory firm - (3/10/2025 Approved)
Texas
Registered Investment Advisory firm - (8/28/2023 Approved)
PREMIUM
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
5410 Evergreen St., Houston, TX 77081
Mailing Address
Phone number
(713) 851-4096
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

HER PERSONAL FINANCE

CRD#: 327545Chicago, IL

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