Rebecca T. Anderson

Employer firm

Kingsmark Private Financial Advisors, LLC CRD 146655

$406M regulatory AUM 14 advisory clients

Reported services (Item 5G)

Financial planning
Portfolio management (individuals)
Pension consulting
Selection of other advisers

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

Current Employers

Kingsmark Private Financial Advisors, Llc

601 Pointe North Boulevard, Albany, GA 31721 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2021-12-02
GA	RA	APPROVED	2008-05-13

TX RA
APPROVED

Since 2021-12-02
GA RA
APPROVED

Since 2008-05-13

Branch Locations

601 Pointe North Boulevard, Albany, GA 31721 • 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

Organization	City	State	From	To
Kingsmark Private Financial Advisors	Albany	GA	05/2008	Present

05/2008 → Present

Kingsmark Private Financial Advisors

Albany, GA

Previous Registrations

2005-05-09 → 2008-05-07

Eagle Strategies Llc

Albany, GA

Other Businesses

WESTOVER LAND PROPERTIES, LLC NON-INVESTMENT RELATED P.O. Box 70998, Albany, GA 31708 POSITION TITLE: MANAGING PARTNER START DATE: AUGUST 2016 TIME SPENT: 2 HOURS PER MONTH - NOT DURING MKT.HRS.

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2001-07-31

S66 Uniform Combined State Law Examination

2001-07-31

Designations

Certified Financial Planner

Other Names

Becky Toole
Rebecca Ann Toole
Rebecca Ann Toole Anderson

View on SEC IAPD