Rebecca Arnold, financial advisor San Angelo TX

Rebecca Arnold

CRD Number: 6237094
Current Firm: Spc

Rebecca Arnold (CRD# 6237094) is an Investment Advisor Representative working at Spc in San Angelo, TX and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
Parkland Securities LLC Ann Arbor, MI Jan 2021 - Current 2
Sigma Planning Corporation Ann Arbor, MI Jan 2021 - Current 2
Sa Stone Wealth Management Birmingham, AL Aug 2018 - Jan 2021 2
Walston Investment Management San Angelo, TX Aug 2017 - Aug 2018 1
Dominion Investor Services, Inc. Horseshoe Bay, TX Aug 2017 - Aug 2018 1
Sa Stone Wealth Management Birmingham, AL Mar 2016 - Aug 2017 1
Lpl San Angelo, TX Nov 2013 - Feb 2016 2
Walston Investment Management San Angelo, TX Aug 2013 - Feb 2016 2
Shannon Clinic San Angelo, TX Mar 2008 - Aug 2013 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Apr 2014
Contact Info for Rebecca L. Arnold
Phone Number: 734-663-1611
Registered State(s):
  • AR
  • CA
  • GA
  • ID
  • LA
  • NM
  • OK
  • TX
  • UT
  • VA
By the Numbers
  • Total Assets Under Management
    6,859
    MILLIONS
  • Total Number of Accounts
    36,841
    ACCOUNTS
  • Average Account Value
    $186,188
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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
  • Other
Types of Clients
Registered States

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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