Rebecca
Bone
Plancorp, LLC
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About this Advisor
Rebecca Bone is a financial advisor based in Saint Louis, Missouri, working with Plancorp, LLC. Rebecca has previously held a position at Plancorp, LLC. Rebecca has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Louisiana and Missouri. Currently, Rebecca is part of Plancorp, LLC, which operates out of Saint Louis, Missouri. The firm has 4 offices and 81 employees. The firm manages assets totaling $6.5 billion 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, and pension consulting services. The fee structure at Plancorp, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Plancorp, LLC Brokerage Details
$6,479,677,393
81
6,627
$977,769
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rebecca Bone Work History
Plancorp, LLC
Disclosures
Please visit the SEC profile of Rebecca Bone 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 Plancorp, LLC
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Satellite Beach, FL
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
Saint Louis, MO
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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