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Rebekah Elizabeth Eason

IRVINE WEALTH PLANNING STRATEGIES, LLC·CORNING, New York
Clean recordIRVINE 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
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Rebekah Elizabeth Eason is a registered financial advisor based in CORNING, New York, affiliated with IRVINE WEALTH PLANNING STRATEGIES, 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
Nonprofits & Foundations
Introduction

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03

Firm Overview

Firm
IRVINE WEALTH PLANNING STRATEGIES, LLC
ROOTED PLANNING GROUP
AUM
$96M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at IRVINE WEALTH PLANNING STRATEGIES, LLC →
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 7045466
Firm CRD# 284120
View on FINRA BrokerCheck →

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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.
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Amy Elizabeth Irvine
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Katrina Marie Welker
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Kerrie Beene
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