Rebecca
Bowling

Resurgent Advisors

CRD#6550326
Investment Advisor
in Danville, KY

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

Rebecca Bowling is a financial advisor based in Danville, Kentucky, working with Resurgent Advisors. Rebecca has previously held positions at Edward Jones Investments, Niles Bolton Associates, and Resurgent Financial Advisors. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in Kentucky. Currently, Rebecca is part of Resurgent Advisors, which operates out of Danville, Kentucky. The firm has 8 offices and 17 employees. The firm manages assets totaling $300.1 million and 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, portfolio management for institutional clients, pension consulting services, and selection of other advisers. The fee structure at Resurgent Advisors includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 65

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

Danville, KY

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Resurgent Advisors Brokerage Details

Total Assets Under Management

$300,094,038

KY Average: $3,570,121,308
Total Number of Employees

17

KY Average: 58
Total Number of Accounts

930

KY Average: 1,608
Average Account Size

$322,682

KY Average: $2,220,225

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 Bowling Work History

2023 - Present (1 year)

Resurgent Financial Advisors

2015 - 2022 (7 years)

Edward Jones Investments

2002 - 2015 (13 years)

Niles Bolton Associates

Disclosures

Please visit the SEC profile of Rebecca Bowling 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 Resurgent Advisors

George Perros
Danville, KY
Matthew Pohlman
Chapel Hill, NC
Stuart Canzeri
Atlanta, GA
David Hughes
Atlanta, GA
Robert Brooks
Atlanta, GA
Rebecca Bowling
Danville, KY
William Griffin
Danville, KY
Daniel Taylor
Farmville, NC

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.

The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.

This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.

This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).

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.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started