Rebecca
Hern

Wedbush Securities Inc

CRD#5158099
Investment Advisor
in Dallas, TX

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About this Advisor

Rebecca Hern is a financial advisor based in Dallas, Texas, working with Wedbush Securities Inc. Rebecca has previously held positions at UBS Financial Services Inc, Wesbanco Bank, Inc, Wesbanco Securities, Inc, Merrill Lynch, Pierce, Fenner & Smith Inc, Wedbush Securities, Bank of America, N.A, PNC Investments, LLC, and PNC Bank, Na. Rebecca has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Rebecca is part of Wedbush Securities Inc, which operates out of Dallas, Texas. The firm has 58 offices and 953 employees. The firm manages assets totaling $4.5 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Wedbush Securities Inc includes asset-based, fixed, and commission-based fees.

Certifications and Registrations

Series 63, Series 66

Services Offered

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, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees, Commissions

Office Location

5949 Sherry Lane Ste 1475
Dallas, TX 75225

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Wedbush Securities Inc Brokerage Details

Total Assets Under Management

$4,501,949,934

TX Average: $7,578,581,321
Total Number of Employees

953

TX Average: 43
Total Number of Accounts

9,055

TX Average: 3,727
Average Account Size

$497,178

TX Average: $2,033,427

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
  • Educational seminars/workshops

Rebecca Hern Work History

2023 - Present (2 years)

Wedbush Securities

2020 - 2023 (3 years)

Merrill Lynch, Pierce, Fenner & Smith Inc

2020 - 2023 (3 years)

Bank Of America, N.A

2018 - 2020 (2 years)

Wesbanco Bank, Inc

2018 - 2020 (2 years)

Wesbanco Securities, Inc

2017 - 2018 (1 year)

Pnc Investments, LLC

2017 - 2018 (1 year)

Pnc Bank, Na

2016 - 2017 (1 year)

Pnc Investments, LLC

2016 - 2017 (1 year)

Pnc Bank, Na

2014 - 2016 (2 years)

Ubs Financial Services Inc

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Disclosures

Please visit the SEC profile of Rebecca Hern 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 Wedbush Securities Inc

Jonathan Ortiz
Los Angeles, CA
Antoni Lucas
Los Angeles, CA
Wendi Dubois
Seattle, WA
Doug Ireland
Newport Beach, CA
Adam Willis
Lake Oswego, OR
Jonathan Monaco
Newport Beach, CA
Anthony Dupre
Los Angeles, CA
Rebecca Hern
Dallas, TX

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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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.

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