Rebecca
Allen
Sk Wealth Management, LLC
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About this Advisor
Rebecca Allen is a certified financial planner who works out of Providence, Rhode Island with 1 year of relevant experience. Allen works at Sk Wealth Management, LLC. Their career trajectory has included roles at Sk Wealth Management, LLC, Charles Schwab Bank and Charles Schwab & Co., Inc. Allen has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is able to work in Rhode Island. Sk Wealth Management, LLC is a financial advisory business headquartered in Providence, RI. It handles $377 million in assets between its 1,077 customer accounts, making it one of the bigger investment advisory firms in the country by assets under management. Of its 1,077 client accounts, 40% belong to high-net-worth investors who have more than $1 million in assets. Sk Wealth Management, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Fees for financial management typically depend on which service is provided. However, fees billed by Sk Wealth Management, LLC can include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Sk Wealth Management, LLC Brokerage Details
$377,172,586
6
1,077
$350,207
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Rebecca Allen Work History
Rebecca has been registered as a financial advisor for 1 years.*
Sk Wealth Management, LLC
Charles Schwab Bank
Charles Schwab & Co., 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 Allen 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 Sk Wealth Management, LLC
Providence, RI
Providence, RI
Providence, RI
Providence, RI
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.
