Claim Profile
RW

Rebecca Lynne Wynd

SMITH WYND CAPITAL LLC·FRANKLIN, Tennessee
Unclaimed Profile
9000 CAROTHERS PKWY,, FRANKLIN, TN 37067CRD# 7993396Firm CRD# 333042
01

About

Rebecca Lynne Wynd is a registered financial advisor based in FRANKLIN, Tennessee, affiliated with SMITH WYND CAPITAL 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
SMITH WYND CAPITAL LLC
SMITH WYND CAPITAL LLC
AUM
Regulatory assets under management
Employees
3
Total firm employees
Services
Financial planning
Portfolio management (individuals)
Publication of periodicals/newsletters
04

Background

Compensation
Percentage of AUM
Subscription fees
Regulatory
SEC/IARD CRD# 7993396
Firm CRD# 333042
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in FRANKLIN?

Browse all registered financial advisors in FRANKLIN, Tennessee or claim this profile if it's yours.

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Rebecca Lynne Wynd offer?
Rebecca Lynne Wynd specializes in Financial Planning, Investment Management. Contact their office in FRANKLIN, Tennessee for a consultation.
What are Rebecca Lynne Wynd's credentials?
Rebecca Lynne Wynd is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rebecca Lynne Wynd located?
Rebecca Lynne Wynd is based in FRANKLIN, Tennessee, working with SMITH WYND CAPITAL LLC. Their office serves clients in the FRANKLIN metropolitan area and surrounding communities.
How does Rebecca Lynne Wynd charge for services?
Rebecca Lynne Wynd's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is SMITH WYND CAPITAL LLC?
SMITH WYND CAPITAL LLC has approximately 3 employees. 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 →
Browse by specialty