Rebecca
Walser
Walser Wealth Management Company, A Limited Liability Company
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About this Advisor
Rebecca Walser is a financial advisor based in Tampa, Florida, working with Walser Wealth Management Company, A Limited Liability Company. Rebecca has previously held positions at Northwestern Mutual, Walser Wealth Management, A Limited Liability Company, Hines Norman Hines Pl, and Walser Capital Group, LLC. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in Florida, Georgia, Illinois, and Texas. Currently, Rebecca is part of Walser Wealth Management Company, A Limited Liability Company, which operates out of Tampa, Florida. The firm has 12 employees and manages assets totaling $164.1 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, and selection of other advisers. The fee structure at Walser Wealth Management Company, A Limited Liability Company includes asset-based, hourly, and fixed fees.
Certifications and Registrations
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Walser Wealth Management Company, A Limited Liability Company Brokerage Details
$164,072,665
12
1,145
$143,295
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Rebecca Walser Work History
Walser Captial Group, LLC
Walser Wealth Management, A Limited Liability Company
Northwestern Mutual
Hines Norman Hines Pl
Disclosures
Please visit the SEC profile of Rebecca Walser 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 Walser Wealth Management Company, A Limited Liability Company
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
Tampa, FL
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