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Rebecca Ann Toole Anderson

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC·ALBANY, Georgia
Series 7, Series 66Clean record21 years registeredKINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
601 POINTE NORTH BOULEVARD, ALBANY, GA 31721CRD# 3245724Firm CRD# 146655

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebecca Ann Toole Anderson · ALBANY, GA
Registration
CRD #3245724 · KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC · 21 years registered
Brand Profile
Not yet started
01

Career History

KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
May 2008 – present
EAGLE STRATEGIES LLC
May 2005 – May 2008
ALBANY, GA
02

Registrations & Exams

FINRA examinations passed
Series 7
Series 66
Registration record
First registered · May 9, 2005
Years registered · 21
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
CRD 146655 · SEC 801-68950
AUM
$353M
Regulatory assets under management
Employees
7
817 client accounts
Services offered by KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Security ratings or pricing services
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC →
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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 at KINGSMARK PRIVATE FINANCIAL ADVISORS, LLC

Thomas Edward Sanders
ALBANY, GA

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Research
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