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Rebekah Leeann Taylor Burton

Roan Capital Partners

Johnson City, TN

CRD 5020517

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Employer firm

Roan Capital Partners CRD 293119

$152M regulatory AUM 5 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)

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

Current Employers
Roan Capital Partners

208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States

Current Registrations

AuthorityCategoryStatusDate
TN RA APP_PEND_IARCE 2026-01-01
TX RA APPROVED 2024-06-04
  • TN RA
    APP_PEND_IARCE
    Since 2026-01-01
  • TX RA
    APPROVED
    Since 2024-06-04

Branch Locations

208 Sunset Dr. Suite #504, Johnson City, TN 37604 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Amsouth Bank Kingsport TN 06/2006 Present
Amsouth Investment Services, Inc. Kingsport TN 06/2006 Present
Morgan Keegan & Company, Inc. Birmingham AL 02/2007 Present
Regions Bank Johnson City TN 06/2006 03/2024
Roan Capital Partners Johnson City TN 04/2024 Present
Roan Capital Partners, Llc Johnson City TN 04/2024 Present
  • 06/2006 → Present
    Amsouth Bank
    Kingsport, TN
  • 06/2006 → Present
    Amsouth Investment Services, Inc.
    Kingsport, TN
  • 02/2007 → Present
    Morgan Keegan & Company, Inc.
    Birmingham, AL
  • 06/2006 → 03/2024
    Regions Bank
    Johnson City, TN
  • 04/2024 → Present
    Roan Capital Partners
    Johnson City, TN
  • 04/2024 → Present
    Roan Capital Partners, Llc
    Johnson City, TN
Designations
  • Certified Financial Planner
Other Names
  • Rebekah Leann Price
  • Rebekah L Burton
  • Rebekah Leann Burton
  • Rebekah Taylor Burton
  • Rebekah Leeann Burton

View on SEC IAPD

Nearby Firms

WELLS FARGO CLEARING SERVICES, LLC
LPL FINANCIAL LLC
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC.

Nearby Investors

THOMAS E DOTSON
ROBERT KEITH HOBBS
SONYA KAYE HENSLEY

Nearby Offices

WELLS FARGO CLEARING SERVICES, LLC · JOHNSON CITY, TN
LPL FINANCIAL LLC · JOHNSON CITY, TN
CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. · Johnson City, TN

More in Johnson City, TN

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