AdvisorOS Directory
Claim Profile
Unclaimed Profile
RE

Rebekah Elizabeth Eason

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York
Series 65Clean record7 years registeredIRVINE WEALTH PLANNING STRATEGIES, LLC
10 EAST MARKET STREET, CORNING, NY 14830CRD# 7045466Firm CRD# 284120

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rebekah Elizabeth Eason · CORNING, NY
Registration
CRD #7045466 · IRVINE WEALTH PLANNING STRATEGIES, LLC · 7 years registered
Brand Profile
Not yet started
01

Career History

ROOTED PLANNING GROUP
Jan 2020 – present
ROOTED PLANNING GROUP
Jan 2019 – Dec 2019
CORNING, NY
02

Registrations & Exams

FINRA examinations passed
Series 65
Registration record
First registered · January 5, 2019
Years registered · 7
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
IRVINE WEALTH PLANNING STRATEGIES, LLC
CRD 284120 · SEC 801-112546
AUM
$96M
Regulatory assets under management
Employees
5
619 client accounts
Services offered by IRVINE WEALTH PLANNING STRATEGIES, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Nonprofits & Foundations
View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →
Introduction

Speak with Rebekah

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Rebekah is the right fit? Take our 2-minute quiz →

Looking for a financial advisor in CORNING?

Browse all registered financial advisors in CORNING, New York or claim this profile if it's yours.

Browse CORNING AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Rebekah Elizabeth Eason offer?
Rebekah Elizabeth Eason specializes in Financial Planning, Investment Management. Contact their office in CORNING, New York for a consultation.
What are Rebekah Elizabeth Eason's credentials?
Rebekah Elizabeth Eason is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebekah Elizabeth Eason located?
Rebekah Elizabeth Eason is based in CORNING, New York, working with IRVINE WEALTH PLANNING STRATEGIES, LLC. Their office serves clients in the CORNING metropolitan area and surrounding communities.
How does Rebekah Elizabeth Eason charge for services?
Rebekah Elizabeth Eason'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 IRVINE WEALTH PLANNING STRATEGIES, LLC?
IRVINE WEALTH PLANNING STRATEGIES, LLC has approximately 5 employees and manages $96M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC

Katrina Marie Welker
CORNING, NY
CFP
Amy Elizabeth Irvine
CORNING, NY
Kerrie Beene
CORNING, NY

More Advisors in CORNING, New York

Nina Graham Socha
SOCHA FINANCIAL GROUP, LLC·CORNING, NY
CFP
Michael Barney Bono
BCK PARTNERS, INC.·CORNING, NY
Sarah Jean Creath
BCK PARTNERS, INC.·CORNING, NY
Michelle Socha Vang
SOCHA FINANCIAL GROUP, LLC·CORNING, NY
Paul Vincent Sydlansky
LAKE ROAD ADVISORS, LLC·CORNING, NY
Andrew Dale Barber
1271787 LLC·CORNING, NY

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in New York
NEW YORK (4737)ROCHESTER (141)PURCHASE (87)SYRACUSE (80)ALBANY (73)BUFFALO (72)GARDEN CITY (70)MELVILLE (67)PITTSFORD (65)WHITE PLAINS (60)
City Guides
NEW YORK GuideROCHESTER GuidePURCHASE GuideSYRACUSE GuideALBANY Guide
Research
Advisor Fees in New YorkNational Fee Analysis
Request removal of this profile