Rebekah Leeann Taylor burton
Investment adviser representative at Roan Capital Partners
20 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$152MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
20 years in the industry.
- Roan Capital Partners, LLCApr 2024 to now
- Morgan Keegan & Company, Inc.Feb 2007 to now
- Amsouth BankJun 2006 to now
- Amsouth Investment Services, Inc.Jun 2006 to now
- Regions BankJun 2006 to Mar 2024
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 2 states (TN, TX).
Roan Capital Partners
Legal name: Roan Capital Partners, LLC
$152MAssets managed
328Clients
4Advisers
Under 1 yearIn 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
- 5020517
- Firm CRD
- 293119