Rebecca
White

Harrington Investments, Inc

CRD#4820643
Investment Advisor
in Napa, CA

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About this Advisor

Rebecca White is a financial advisor based in Napa, California, working with Harrington Investments, Inc. Rebecca has previously held positions at Rs Investments and Rs Funds Distributor LLC. Rebecca has passed the Series 63 regulatory exam and is registered to provide services in California. Currently, Rebecca is part of Harrington Investments, Inc, which operates out of Napa, California. The firm has 5 employees and manages assets totaling $316.7 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, and portfolio management for institutional clients. The fee structure at Harrington Investments, Inc includes asset-based and hourly fees.

Certifications and Registrations

Series 63, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients

Fee Structure

Percentage of Assets, Hourly Charges

Office Location

1001 Second Street Suite 325
Napa, CA 94559-3030

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Harrington Investments, Inc Brokerage Details

Total Assets Under Management

$316,746,295

CA Average: $7,578,581,321
Total Number of Employees

5

CA Average: 43
Total Number of Accounts

229

CA Average: 3,727
Average Account Size

$1,383,172

CA Average: $2,033,427

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients

Rebecca White Work History

2014 - Present (10 years)

Rs Funds Distributor LLC

2004 - Present (20 years)

Rs Investments

Disclosures

Please visit the SEC profile of Rebecca White 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 Harrington Investments, Inc

Jeffrey Field
Napa, CA
Rebecca White
Napa, CA
John Harrington
Napa, CA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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