Rebecca Hern (CRD# 5158099) is an Investment Advisor Representative working at Wedbush Securities Inc. in Pasadena, CA and has over 17 years of experience in the finance industry.
CRD# 2962660
Grove Point Advisors, LLC
CRD# 5781614
Awm Capital, LLC
CRD# 6406556
Aqua Capital Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wedbush Securities | Los Angeles, CA | Dec 2023 - Current | < 1 |
| Bank Of America, N.a. | Lexington, KY | Aug 2020 - Dec 2023 | 3 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lexington, KY | Jul 2020 - Dec 2023 | 3 |
| Wesbanco Bank, Inc. | Wheeling, WV | Oct 2018 - Jul 2020 | 1 |
| Wesbanco Securities, Inc. | Wheeling, WV | Oct 2018 - Jul 2020 | 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Apr 2017 - Oct 2018 | 1 |
| Pnc Bank, Na | Louisville, KY | Apr 2017 - Oct 2018 | 1 |
| Pnc Investments, LLC | Pittsburgh, PA | Jul 2016 - Apr 2017 | < 1 |
| Pnc Bank, Na | Louisville, KY | Jul 2016 - Apr 2017 | < 1 |
| Ubs Financial Services Inc. | Louisville, KY | Jan 2014 - Jun 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Jul 2006 |
| S66 | NASAA Uniform Combined State Law Examination | Aug 2012 |
- TX
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Total Assets Under Management4,502MILLIONS
-
Total Number of Accounts9,055ACCOUNTS
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Average Account Value$497,178
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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