Rebecca Martin

Employer firm

Cetera Investment Advisers LLC CRD 105644

$257B regulatory AUM 24,019 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

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

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

Current Employers

Employment History

• 09/2021 → 10/2023
  Usa Mortgage
  Saint Louis, MO
• 01/2023 → Present
  Eleven Point Financial Advisors Llc
  Willow Springs, MO
• 10/2019 → 09/2021
  Simmons Bank
  Cabool, MO
• 02/2005 → 10/2019
  Landmark Bank
  Mountain View, MO
• 01/2009 → Present
  Kenneth And Rebecca Martin
  Mountain View, MO
• 01/2023 → 01/2024
  Cetera Advisor Networks Llc
  El Segundo, CA
• 01/2024 → Present
  Cetera Wealth Services, Llc
  El Segundo, CA
• 03/2024 → Present
  Cetera Investment Advisers Llc
  Schaumburg, IL

Other Businesses

1. NAME OF OTHER BUSINESS: KENNETH AND REBECCA MARTIN INVESTMENT RELATED: NO ADDRESS: 8009 COUNTY ROAD 3940, MOUNTAIN VIEW, MO 65548 NATURE OF BUSINESS: CATTLE SALES START DATE: 1/2009 POSITION/TITLE/RELATIONSHIP: CO-OWNER APX NUMBER OF HOURS PER WEEK: 15 APX NUMBER OF HOURS DURING TRADING HOURS: 0 BRIEF DESCRIPTION OF DUTIES: RAISE AND SELL BEEF CATTLE; 2. NAME OF OTHER BUSINESS: ELEVEN POINT FINANCIAL ADVISORS LLC INVESTMENT RELATED: YES ADDRESS: SAME AS REGISTERED LOCATION NATURE OF BUSINESS: FINANCIAL ADVISORY SERVICES START DATE: 1/2023 POSITION/TITLE/RELATIONSHIP: ADMINISTRATIVE ASSISTANT APX NUMBER OF HOURS PER WEEK: 32 APX NUMBER OF HOURS DURING TRADING HOURS: 32 BRIEF DESCRIPTION OF DUTIES: I SERVICE CLIENT ACCOUNTS, ANSWER PHONES AND SCHEDULE MEETINGS, ASSIST WITH BUSINESS DEVELOPMENT AND COMPLETE PAPERWORK FOR ACCOUNT OPENING/MAINTENANCE.;

Exams

• S66 Uniform Combined State Law Examination
  2024-03-04

Other Names

• Rebecca Cooper
• Rebecca Parham
• Rebecca Boon
• Becky Martin
• Rebecca Ann Martin