Rebecca Lynn Tolbert

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

• 08/1992 → 03/2020
  Ameriprise Financial Services, Inc.
  Raleigh, NC
• 03/2020 → Present
  Ameriprise Financial Services, Llc
  Raleigh, NC

Other Businesses

Real Estate Ownership; family property; Main road from Bagaces, 2km south of Guayabo central, on the right, Guayabo de Bagaces, Guanacaste Province, , CRI; Not Investment-Related; 09/05/2025. Business Ownership; ZYSPEC SOCIEDAD DE RESPONSABILIDAD LIMITADA; Co-owner; This is a dormant LLC that could be used to buy real estate in the future.; Main road from Bagaces, 2km south of Guayabo central, on the right, Guayabo de Bagaces, Guanacaste Province, , CRI; Not Investment-Related; 08/22/2025; 0 hours per month; 0 during trading hours. Board of Directors; Guayabo Animal Rescue Foundation, Inc.; Vice Chair; 2336 SE Ocean Blvd #368, , Stuart, FL, 34996; Not Investment-Related; 01/17/2023; 1 to 9 hours per month; 0 during trading hours / Beth Shalom; President of the Board; 5713 Yates Mill Pond Road, , Raleigh, NC, 27606; Not Investment-Related; 07/01/2023; 1 to 9 hours per month; 1 to 9 during trading hours / Vinos De Frutas Tropicales Sociedad Anonima; Secretary; 2km south of Guayabo central, on the right, , Guayabo, Guanacaste Province, 50406, CRI; Not Investment-Related; 08/15/2025; 1 to 9 hours per month; 0 during trading hours. Outside Employment; JMR Business Management, LLC; Office Manager - Managing interns, Office management, assist advisor with administrative work for clients; ; 3605 Glenwood Avenue, Suite 210, , Raleigh, NC, 27612; Investment-Related; 01/01/2022; 60 hours per month; 60 during trading hours.

Exams

• S63 Uniform Securities Agent State Law Examination
  1997-05-20
• S65 Uniform Investment Adviser Law Examination
  1997-01-29

Other Names

• Rebecca Lynn Merkin
• Becky Merkin
• Becky Tolbert