Rebecca Winters Buskirk

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 01/2006 → Present
  Raymond James Financial Services Inc.
  Lake Wales, FL
• 01/2015 → 10/2019
  Pat Cain Wealth Solutions
  Lake Wales, FL
• 08/2014 → Present
  Raymond James Financial Services Advisors Inc.
  Lake Wales, FL

Previous Registrations

• 2003-05-29 → 2004-01-02
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Jacksonville, FL

Other Businesses

(1)Name of Business: Citrus View Financial Address: 100 E Stuart Ave, Lake Wales, FL, 33853, United States Activity Type: Support Company - Owner Position/Title: Officer - Treasurer, Officer - President Investment Related: No Start Date: 08/30/2019 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 0-1 Description of duties: Owner / Support Company (2)Name of Business: Pat Cain Wealth Solutions Address: 100 E Stuart Ave, Lake Wales, FL, 33853-4128, United States Activity Type: Support Company - Owner Position/Title: Officer - CEO, Officer - President Investment Related: No Start Date: 10/01/2019 Hours per month devoted to this business: 81+ Hours per month devoted to this business during trading hours: 41-80 Description of duties: This is the name we hold out to the public for our Raymond James Branch business name.

Exams

• S66 Uniform Combined State Law Examination
  2014-07-24

Other Names

• Rebecca A Winters
• Rebecca Anne Winters
• Rebecca Anne Chilton
• Rebecca Anne Chilton