Unclaimed Profile

Rebecca Exley

WEALTH SCIENCE ADVISORS LLC·ALPHARETTA, Georgia

Clean recordWEALTH SCIENCE ADVISORS LLC

55 ROSWELL STREET, ALPHARETTA, GA 30009CRD# 7537242Firm CRD# 321031

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rebecca Exley · ALPHARETTA, GA

Registration

CRD #7537242 · WEALTH SCIENCE ADVISORS LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Rebecca Exley is a registered financial advisor based in ALPHARETTA, Georgia, affiliated with WEALTH SCIENCE ADVISORS LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

WEALTH SCIENCE ADVISORS LLC

AUM

$369M

Regulatory assets under management

Employees

Total firm employees

View all advisors at WEALTH SCIENCE ADVISORS LLC →

Services

Financial planning

Portfolio management (individuals)

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 7537242

Firm CRD# 321031

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Rebecca Exley offer?

Rebecca Exley specializes in Financial Planning, Investment Management. Contact their office in ALPHARETTA, Georgia for a consultation.

What are Rebecca Exley's credentials?

Rebecca Exley is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rebecca Exley located?

Rebecca Exley is based in ALPHARETTA, Georgia, working with WEALTH SCIENCE ADVISORS LLC. Their office serves clients in the ALPHARETTA metropolitan area and surrounding communities.

How does Rebecca Exley charge for services?

Rebecca Exley'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 WEALTH SCIENCE ADVISORS LLC?

WEALTH SCIENCE ADVISORS LLC has approximately 7 employees and manages $369M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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