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Rebecca Ann Toole anderson

Kingsmark Private Financial Advisors, LLC

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About Rebecca Ann Toole anderson

Rebecca Ann Toole Anderson is a financial advisor at Kingsmark Private Financial Advisors, LLC with 20 years of experience in the industry. Rebecca is a Certified Financial Planner, holding both Series 7 and 66 licenses, and has been registered with the state of Georgia since 2008 and Texas since 2021. Rebecca has previously worked at Cambridge Investment Research, Inc. and NYLIFE Securities LLC. She is also the Managing Partner of Westover Land Properties, LLC. Rebecca has a proven track record of helping individuals and families reach their financial goals.

Firm Information

Rebecca Toole anderson is currently registered with Kingsmark Private Financial Advisors, LLC. Kingsmark Private Financial Advisors, LLC is a registered investment advisor based in Albany, Georgia. The firm manages over $353 million in assets for a variety of clients, including individuals, families, trusts, estates, businesses, and retirement plans. Kingsmark provides a range of financial planning and investment management services, including portfolio management, retirement planning, estate planning, and insurance planning. The firm's philosophy is to build long-term relationships with its clients and to provide personalized advice and service.
Kingsmark Private Financial Advisors, LLC

601 POINTE NORTH BOULEVARD

ALBANY, GA 31721

$353.05M

Assets Under Management

Not reported

Total Clients

5

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Rebecca Toole anderson’s Registration & Firm History

GA

12/02/2021 - Present

Kingsmark Private Financial Advisors, LLC (ALBANY GA)

GA

05/02/2008 - 12/31/2009

CAMBRIDGE INVESTMENT RESEARCH, INC. (ALBANY GA)

GA

06/22/2001 - 05/07/2008

NYLIFE SECURITIES LLC (ALBANY GA)

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Licenses & Designations

BOTH

Issued 07/31/2001

Series 66 - Uniform Combined State Law Examination

BC

Issued 06/21/2001

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rebecca Ann Toole anderson.
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