Rebecca Jean Verr
Investment adviser representative at Focus Partners Wealth, LLC
12 yearsExperience
1 stateRegistered in
$181.9BFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feePerformance-basedOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Focus Partners Wealth, LLCMay 2024 to now
- Interocean Capital Group, LLCFeb 2023 to Apr 2024
- M. S. Howells & Co.Oct 2022 to Jan 2023
- Ashton Thomas Private WealthAug 2022 to Jan 2023
- Charles Schwab BankNov 2019 to Aug 2022
- Charles Schwab & Co., Inc.Aug 2018 to Aug 2022
- Discover Financial ServicesJul 2018 to Aug 2018
- Keller WilliamsMar 2018 to Aug 2018
- Lincoln Heritage Life InsuranceMay 2014 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2019
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 1 state (AZ).
Focus Partners Wealth, LLC
$181.9BAssets managed
62,466Clients
1,049Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 4185126
- Firm CRD
- 159289