Rebecca Ann Thompson

Employer firm

Beacon Pointe Advisors, LLC CRD 119290

$54.9B regulatory AUM 265 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (investment companies)
• Portfolio management (pooled vehicles)
• Portfolio management (institutions)
• Pension consulting

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

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

Current Employers

Employment History

• 11/2018 → 10/2023
  Wescott Financial Advisory Group, Llc
  Philadelphia, PA
• 03/2016 → 11/2018
  Rkt Solutions
  Lansdale, PA
• 01/2024 → Present
  Beacon Pointe Advisors
  Bala Cynwyd, PA

Previous Registrations

• 2019-09-30 → 2023-10-19
  Wescott Financial Advisory Group Llc
  Philadelphia, PA

Exams

• S65 Uniform Investment Adviser Law Examination
  2019-09-28

Designations

• Certified Financial Planner

Other Names

• Rebecca Ann Kay
• Rebecca Kay Thompson