Rebecca
Toole Anderson
Kingsmark Private Financial Advisors, LLC
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About this Advisor
Rebecca Toole Anderson is a certified financial planner operating in Albany, Georgia with a total of 15 years of relevant experience. Toole Anderson is on the advisory team at Kingsmark Private Financial Advisors, LLC. They have spent their entire time as a financial advisor at Kingsmark Private Financial Advisors, Llc. Toole Anderson maintains a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Georgia and Texas. Kingsmark Private Financial Advisors, LLC is an advisory business operating out of Albany, GA. It administers $308 million in total assets across its 1,156 customer accounts, placing it among the mid-sized firms in the nation by assets under management. Of its 1,156 accounts, 21% are associated with high-net-worth investors who have greater than $1 million in investable assets. Kingsmark Private Financial Advisors, LLC offers a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial advisory services usually are based on the services. Fees billed by Kingsmark Private Financial Advisors, LLC can include any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Kingsmark Private Financial Advisors, LLC Brokerage Details
$308,022,937
6
1,156
$266,456
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rebecca Toole Anderson Work History
Rebecca has been registered as a financial advisor for 15 years.*
Kingsmark Private Financial Advisors
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Rebecca Toole Anderson 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 Kingsmark Private Financial Advisors, LLC
Albany, GA
Albany, GA
Albany, GA
Albany, GA
The content in this profile was updated by SmartAsset on 4/16/2023. 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.
