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Rebecca Ann Toole Anderson

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC·ALBANY, Georgia
Unclaimed Profile
601 POINTE NORTH BOULEVARD, ALBANY, GA 31721CRD# 3245724Firm CRD# 146655
01

About

Rebecca Ann Toole Anderson is a registered financial advisor based in ALBANY, Georgia, affiliated with KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
AUM
$353M
Regulatory assets under management
Employees
7
Total firm employees
View all advisors at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 3245724
Firm CRD# 146655
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Rebecca Ann Toole Anderson offer?
Rebecca Ann Toole Anderson specializes in Financial Planning, Investment Management. Contact their office in ALBANY, Georgia for a consultation.
What are Rebecca Ann Toole Anderson's credentials?
Rebecca Ann Toole Anderson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Ann Toole Anderson located?
Rebecca Ann Toole Anderson is based in ALBANY, Georgia, working with KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC. Their office serves clients in the ALBANY metropolitan area and surrounding communities.
How does Rebecca Ann Toole Anderson charge for services?
Rebecca Ann Toole Anderson's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC?
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC has approximately 7 employees and manages $353M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in ALBANY
Thomas Edward Sanders — KINGSMARK PRIVATE FINANCIAL ADVISORS, LLCJohn Rufus Cole — J.R. COLE & ASSOCIATES, INC
Nearby cities in Georgia
ATLANTA (1557)ALPHARETTA (158)MARIETTA (62)ROSWELL (47)DULUTH (41)
City Guides
ATLANTA GuideALPHARETTA GuideMARIETTA GuideROSWELL GuideDULUTH Guide
Research
Advisor Fees in GeorgiaNational Fee Analysis
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