Rebecca J. Rawlinson
Geen lopende functies
Profiel
Ms. Rawlinson joined Legacy Wealth Management in 2007.
Previously, she was with Pathway Financial Services, where she developed financial plans and performed administrative duties.
Ms. Rawlinson received her BBA in Accounting from the University of Memphis.
She received her CFP certification in 2007.
Eerdere bekende functies van Rebecca J. Rawlinson
| Bedrijven | Functie | Einde |
|---|---|---|
Legacy Wealth Management, Inc.
 Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Corporate Officer/Principal | - |
Opleiding van Rebecca J. Rawlinson
| University of Memphis | Undergraduate Degree |
Ervaring
Beklede functies
Actief
Inactief
Beursgenoteerde bedrijven
Bedrijven in privébezit
Verwante bedrijven
| Bedrijven in privébezit | 1 |
|---|---|
Legacy Wealth Management, Inc.
Legacy Wealth Management, Inc. Investment ManagersFinance Legacy Wealth Management, Inc. (Legacy) is an independent, employee-owned SEC-registered investment advisor headquartered in Memphis, Tennessee. The firm was founded in 1982 and formerly known as Middle South Advisory Corp. Legacy provides portfolio management services primarily to individuals, high-net-worth individuals, a limited number of corporate pensions, 401(k) and profit-sharing plans, foundations, endowments and both state and municipal government entities. | Finance |
