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Rebecca Dolva Jean Watson-Schroer

HANSON MCCLAIN STRATEGIC ADVISORS, INC.·SACRAMENTO, California
SIE, Series 4, Series 7, Series 24, Series 52TO, Series 53, Series 63, Series 65Clean record18 years registeredHANSON MCCLAIN STRATEGIC ADVISORS, INC.
3620 FAIR OAKS BOULEVARD, SACRAMENTO, CA 95864CRD# 2921592Firm CRD# 158395

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Dolva Jean Watson-Schroer · SACRAMENTO, CA
Registration
CRD #2921592 · HANSON MCCLAIN STRATEGIC ADVISORS, INC. · 18 years registered
Brand Profile
Not yet started
01

Career History

LPL FINANCIAL LLC
Sep 2014 – present
HANSON MCCLAIN ADVISORS
Sep 2011 – Aug 2014
SACRAMENTO, CA
PATHWAY STRATEGIC ADVISORS
Sep 2011 – Nov 2012
SACRAMENTO, CA
HANSON MCCLAIN SECURITIES
Jun 2008 – Aug 2014
FOLSOM, CA
02

Registrations & Exams

FINRA examinations passed
SIE
Series 4
Series 7
Series 24
Series 52TO
Series 53
Series 63
Series 65
Registration record
First registered · June 12, 2008
Years registered · 18
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
HANSON MCCLAIN STRATEGIC ADVISORS, INC.
CRD 158395 · SEC 801-72590
AUM
$21M
Regulatory assets under management
Employees
11
118 client accounts
Services offered by HANSON MCCLAIN STRATEGIC ADVISORS, INC.
Per Form ADV
Portfolio management (individuals)
Portfolio management (pooled investments)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
Institutional Investors
View all advisors at HANSON MCCLAIN STRATEGIC ADVISORS, INC. →
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05

Frequently Asked Questions

What services does Rebecca Dolva Jean Watson-Schroer offer?
Rebecca Dolva Jean Watson-Schroer specializes in Investment Management, Wealth Management, Fee-Only Advisory. Contact their office in SACRAMENTO, California for a consultation.
What are Rebecca Dolva Jean Watson-Schroer's credentials?
Rebecca Dolva Jean Watson-Schroer is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Dolva Jean Watson-Schroer located?
Rebecca Dolva Jean Watson-Schroer is based in SACRAMENTO, California, working with HANSON MCCLAIN STRATEGIC ADVISORS, INC.. Their office serves clients in the SACRAMENTO metropolitan area and surrounding communities.
How does Rebecca Dolva Jean Watson-Schroer charge for services?
Rebecca Dolva Jean Watson-Schroer's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is HANSON MCCLAIN STRATEGIC ADVISORS, INC.?
HANSON MCCLAIN STRATEGIC ADVISORS, INC. has approximately 11 employees and manages $21M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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