Rebecca Leann Robinson

Employer firm

Ameriprise Financial Services, LLC CRD 6363

$660B regulatory AUM 124,349 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

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

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

Current Employers

Employment History

• 01/2011 → 03/2020
  Ameriprise Financial Services, Inc.
  Cedar Park, TX
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Round Rock, TX

Other Businesses

Outside Employment; 421 Group LLC; Associate Financial Advisor SALARY TRACKING ONLY - None-Salary related to employment for my lead Advisor.; ; 2851 Joe DiMaggio Blvd. Bldg. 8 Ste. 16, , Round Rock, TX, 78665; Not Investment-Related; 11/04/2011; 1 to 9 hours per month; 0 during trading hours.

Exams

• S65 Uniform Investment Adviser Law Examination
  2012-09-20
• S63 Uniform Securities Agent State Law Examination
  2012-08-27

Other Names

• Rebecca Robinson
• Rebecca Leann Jeffreys