Rebecca
Haugh
Mutual Advisors, LLC
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About this Advisor
Rebecca Haugh is a certified financial planner operating out of Beaver, Pennsylvania who has 3 years of relevant experience. Haugh currently works for Mutual Advisors, LLC. Haugh has gained experience at Bpu Investment Management, Inc, Mutual Securities, Inc and Mutual Advisors, LLC. Haugh maintains a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and is approved to operate in Pennsylvania. Mutual Advisors, LLC is an advisory company based in Casper, WY. The company has offices in 71 locations and a total of 262 advisors. It oversees $5 billion in total assets among its 20,842 accounts, placing it among the largest firms in the country by assets under management. Of its 20,842 accounts, 16% are associated with high-net-worth clients who have at least $1 million in assets available to invest. The business offers a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and other services. Financial management fees depend on which service is provided. However, fees billed by Mutual Advisors, LLC 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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Mutual Advisors, LLC Brokerage Details
$5,305,999,278
262
20,842
$254,582
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
- Other
Rebecca Haugh Work History
Rebecca has been registered as a financial advisor for 3 years.*
Mutual Securities, Inc
Mutual Advisors, LLC
Bpu Investment Management, Inc
*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 Haugh 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 Mutual Advisors, LLC
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San Antonio, TX
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Saint Louis, MO
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San Jose, CA
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.
