Rebecca Welker
Investment adviser representative at Cambridge Investment Research Advisors, Inc.
11 yearsExperience
2 statesRegistered in
$138.7BFirm assets
21 yearsFirm in business
Are you Rebecca Welker? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Market timing
- Seminars and workshops
Experience
11 years in the industry.
- Cambridge Investment Research Advisors, Inc.Mar 2024 to now
- Cambridge Investment Research, Inc.Mar 2024 to now
- Equitable AdvisorsMar 2021 to Mar 2024
- Wealth Management Strategies of Central FloridaApr 2019 to Mar 2024
- White House Black MarketNov 2017 to Apr 2019
- Armani ExchangeNov 2015 to Nov 2017
Exams passed
- Series 66 · Uniform Combined State Law2021
State registrations
Registered as an investment adviser representative in 2 states (FL, TX).
Cambridge Investment Research Advisors, Inc.
$138.7BAssets managed
361,213Clients
3,884Advisers
21 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
- 7090284
- Firm CRD
- 134139