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Rebecca Parker Felton

Riverfront Investment Group, LLC

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About Rebecca Parker Felton

Rebecca Felton is a financial advisor with Riverfront Investment Group, LLC, located in RICHMOND, VA. Rebecca has been in the industry since 1988. Rebecca is registered with the state of Virginia as an Investment Advisor Representative. Rebecca holds the Series 63, Series 65, Series 7 and SIE licenses. Rebecca has previously worked at ROBERT W. BAIRD & CO. INCORPORATED, WACHOVIA SECURITIES, LLC, and FIRST UNION CAPITAL MARKETS CORP..

Firm Information

Rebecca Felton is currently registered with Riverfront Investment Group, LLC. Riverfront Investment Group, LLC is an investment advisor based in RICHMOND, VA. They provide portfolio management services to individuals, investment companies, and other clients. They also offer model delivery platforms. The firm manages approximately $751 million in assets for 485 clients.
Riverfront Investment Group, LLC

1214 EAST CARY STREET

RICHMOND, VA 23219

$751.08M

Assets Under Management

10

Total Clients

31

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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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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provide investment models to uma and model delivery platforms

Provide investment models to uma and model delivery platforms

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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percentage of assets

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

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Rebecca Felton’s Registration & Firm History

VA

06/10/2008 - Present

Riverfront Investment Group, LLC (RICHMOND VA)

WI

10/27/2008 - 12/31/2010

ROBERT W. BAIRD & CO. INCORPORATED (MILWAUKEE WI)

VA

10/01/1999 - 06/10/2008

WACHOVIA SECURITIES, LLC (RICHMOND VA)

NC

07/28/1988 - 10/01/1999

FIRST UNION CAPITAL MARKETS CORP. (CHARLOTTE NC)

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Licenses & Designations

BC

Issued 04/17/2001

Series 63 - Uniform Securities Agent State Law Examination

IA

Issued 03/18/1997

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 08/04/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Rebecca Parker Felton.
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