Rebecca
Vanhorn
Financial Advocates Investment Management
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About this Advisor
Rebecca Vanhorn is a financial advisor operating out of West Linn, Oregon with 8 years of relevant experience. Vanhorn is an advisor for Financial Advocates Investment Management. Their career trajectory has included roles at Lpl Financial LLC, Financial Advocates Investment Management and Allstate Insurance Company. Vanhorn holds Series 63 and Series 66 licenses, qualifying them as a securities representative, and can serve investors in Oregon. Financial Advocates Investment Management is a financial advisory company headquartered in Olympia, WA. The company has offices in 71 locations and a total of 149 advisors. It controls $4 billion in assets under management among its 20,722 customer accounts, making it one of the biggest firms in the United States by assets under management. The firm serves 26 charities and foundations. Of its 20,722 customer accounts, 25% belong to high-net-worth investors who have more than $1 million in assets available to invest. The firm offers a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and pension consulting services. Fees for financial management largely vary depending on which service is offered. Fees billed by Financial Advocates Investment Management likely are comprised of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Financial Advocates Investment Management Brokerage Details
$3,580,994,144
149
20,722
$172,811
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 Vanhorn Work History
Rebecca has been registered as a financial advisor for 8 years.*
Lpl Financial LLC
Financial Advocates Investment Management
Allstate Insurance Company
*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 Vanhorn 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 Financial Advocates Investment Management
Olympia, WA
Napa, CA
Rock Springs, WY
Spokane, WA
Edmonds, WA
Cody, WY
Bend, OR
Olympia, WA
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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