Rebecca Welker

Employer firm

Cambridge Investment Research Advisors, Inc. CRD 134139

$139B regulatory AUM 68,815 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Market timing

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

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

Current Employers

Employment History

• 03/2021 → 03/2024
  Equitable Advisors
  Orlando, FL
• 11/2017 → 04/2019
  White House Black Market
  Winter Park, FL
• 11/2015 → 11/2017
  Armani Exchange
  Riverhead, NY
• 04/2019 → 03/2021
  Wealth Management Strategies Of Central Florida
  Orlando, FL
• 03/2021 → 03/2024
  Wealth Management Strategies Of Central Florida
  Orlando, FL
• 03/2024 → Present
  Cambridge Investment Research, Inc.
  Fairfield, IA
• 03/2024 → Present
  Cambridge Investment Research Advisors, Inc.
  Fairfield, IA

Previous Registrations

• 2021-05-25 → 2024-03-05
  Equitable Advisors, Llc
  Orlando, FL

Other Businesses

1. CAMBRIDGE INVESTMENT RESEARCH ADVISORS, 1776 Pleasant Plain Rd, Fairfield IA 52556, 02/2024, IAR AFFILIATION, INV REL, 160 HR/MO - 120 HR TRADING 2. BULL & BEAR WEALTH MANAGEMENT PARTNERS LLC, 4767 New Broad St, Suite 1034, Orlando FL 32814, United States, 05/28/2025, Client Services Manager. Financial Consultant. DBA Name, INV REL, 160 HR/MO - 130 HR TRADING 3. BULL & BEAR WMP - CRUMP LIFE INSURANCE SERVICES, 4767 New Broad St, Suite 1034, Orlando FL 32814, United States, 07/23/2025, Agent, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 8 HR TRADING 4. BULL & BEAR WMP - GBS INSURANCE AND FINANCIAL SERVICES, INC., 4767 New Broad St, Suite 1034, Orlando FL 32814, United States, 07/23/2025, Agent, Insurance/Benefits/Human Resources, NIR, 8 HR/MO - 8 HR TRADING

Exams

• S66 Uniform Combined State Law Examination
  2021-05-20