Rebecca
Napier
Lion Street Advisors, LLC
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About this Advisor
Rebecca Napier is a financial advisor based in Irvine, California, working with Lion Street Advisors, LLC. Rebecca has previously held positions at The Visionlink Advisory Group, Inc, Visionlink Financial Advisors, Inc, Visionlink Corporate Insurance Services, LLC, M Holdings Securities, Inc, and Lion Street Financial. Rebecca has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in California. Currently, Rebecca is part of Lion Street Advisors, LLC, which operates out of Irvine, California. The firm has 27 offices and 156 employees. The firm manages assets totaling $2.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Lion Street Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Lion Street Advisors, LLC Brokerage Details
$2,341,977,930
156
7,526
$311,185
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
Rebecca Napier Work History
Lion Street Financial
Visionlink Corporate Insurance Services, LLC
The Visionlink Advisory Group, Inc
Visionlink Financial Advisors, Inc
M Holdings Securities, Inc
Disclosures
Please visit the SEC profile of Rebecca Napier to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Lion Street Advisors, LLC
Fargo, ND
Bellevue, WA
Austin, TX
Tampa, FL
Dallas, TX
Mobile, AL
Cleveland, OH
Tyler, TX
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