Rebekah L Faasau

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 02/2007 → 03/2023
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  San Antonio, TX
• 11/2010 → 05/2023
  Bank Of America,N.A.
  Corpus Christi, TX
• 05/2023 → Present
  Raymond James & Associates
  Boise, ID

Previous Registrations

• 2007-06-18 → 2023-05-05
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Boise, ID
  San Antonio, TX
  Corpus Christi, TX
  Saint Petersburg, FL
  Boise, ID
  Boise, ID

Other Businesses

MARY KAY P.O. BOX 799045 DALLAS TEXAS 75379 CONSULTANT- WANTING PRODUCT DISCOUNT STARTED:11-FEB-2008 HOURS PER MONTH:1-10 NONE DURING TRADING. I*102924 FOR PROFIT OR NOT FOR PROFIT: FOR-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: DOTERRA ESSENTIAL OILS INVESTMENT RELATED: N ADDRESS OF BUSINESS: PLEASANT GROVE, UTAH 84062 NATURE OF BUSINESS: CORPORATION, POSITION, TITLE, ASSOCIATION: PARTICIPANT, START DATE OF RELATIONSHIP: 3/3/2017 NUMBER OF HOURS DEVOTED: 0 HOUR(S) ANNUALLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: I WOULD JUST LIKE TO SIGN UP WITH THE COMPANY TO PURCHASE PRODUCTS AT WHOLESALE PRICES. I WILL NOT BE "BUILDING" A BUSINESS. I*121494 For profit or not for profit: Non-Profit Organization Name of outside business organization: Capstone Primary School Investment related: N Address of business: Meridian, Idaho 83680 Nature of business: Charitable Organization, Position, title, association: Committee Member, Start date of relationship: 3/11/2019 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: Charity Golf Tournament planning committee.

Exams

• S66 Uniform Combined State Law Examination
  2007-06-15

Other Names

• Rebekah L Brown
• Rebekah L Fa'ASau