Rebecca
Hoover

Mcshane Partners

CRD#7139682
Investment Advisor
in Charlotte, NC

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About this Advisor

Rebecca Hoover is a financial advisor based in Charlotte, North Carolina, working with Mcshane Partners. Rebecca has previously held positions at Kpmg, Electrolux, Mcshane Partners, and Waverly Advisors, LLC. Rebecca has passed the Series 65 regulatory exam and is registered to provide services in North Carolina. Currently, Rebecca is part of Mcshane Partners, which operates out of Charlotte, North Carolina. The firm has 11 employees and manages assets totaling $709.0 million. The firm serves high-net-worth clients and offers services including financial planning services, portfolio management for individuals and small businesses, pension consulting services, selection of other advisers, publication of newsletters, and educational seminars. The fee structure at Mcshane Partners includes asset-based fees.

Certifications and Registrations

Series 65

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets

Office Location

2150 Park Dr.
Charlotte, NC 28204

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Mcshane Partners Brokerage Details

Total Assets Under Management

$709,000,000

NC Average: $3,625,019,099
Total Number of Employees

11

NC Average: 22
Total Number of Accounts

315

NC Average: 1,917
Average Account Size

$2,250,794

NC Average: $1,890,985

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Rebecca Hoover Work History

2024 - Present (0 year)

Waverly Advisors, LLC

2019 - Present (5 years)

Mcshane Partners

2014 - 2019 (5 years)

Kpmg

2011 - 2014 (3 years)

Electrolux

Disclosures

Please visit the SEC profile of Rebecca Hoover 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 Mcshane Partners

Corey Meyer
Charlotte, NC
Sandra Carlson
Charlotte, NC
Daniel Hudspeth
Charlotte, NC
Ryan Vaudrin
Charlotte, NC
Rebecca Hoover
Charlotte, NC
Lorraine Tomlin
Charlotte, NC
Michael Van Ness
Charlotte, NC
Daniele Donahoe
Charlotte, 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.

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