Rebecca
Thompson
Wescott Financial Advisory Group LLC
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About this Advisor
Rebecca Thompson is a certified financial planner working in Philadelphia, Pennsylvania with 4 years of relevant experience. Thompson is an advisor for Wescott Financial Advisory Group LLC. Over the course of their career, Thompson has held roles at Wescott Financial Advisory Group, LLC, Rkt Solutions and Home Office Of Dr. John Templeton. Thompson holds a Series 65 license, certifying them as an investment advisor representative, and is approved to serve investors in Pennsylvania and Texas. Wescott Financial Advisory Group LLC is a registered investment company operating out of Philadelphia, PA. It has offices in three locations and a total of 51 employees. It controls $3 billion in total assets across its 3,306 accounts, making it one of the biggest financial advisory firms in the nation by assets under management. The firm advises 13 charitable organizations. Of its 3,306 accounts, 69% belong to high-net-worth clients who have more than $1 million in assets available to invest. Wescott Financial Advisory Group LLC has 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. Fees charged by financial advisors usually are based on which services the firm provides the client. Fee types billed by Wescott Financial Advisory Group LLC likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Wescott Financial Advisory Group LLC Brokerage Details
$3,386,326,881
51
3,306
$1,024,297
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 Thompson Work History
Rebecca has been registered as a financial advisor for 4 years.*
Wescott Financial Advisory Group, LLC
Rkt Solutions
Home Office Of Dr. John Templeton
*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 Thompson 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 Wescott Financial Advisory Group LLC
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
Philadelphia, PA
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.
