Rebecca Elizabeth Meats
Investment adviser representative at Apforia
12 yearsExperience
1 stateRegistered in
PFSDesignation
$101.9MFirm 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 assetsHourlyFixed or flat fee
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.
- ApforiaJan 2024 to now
- Rebecca E Meats Cpa LLCJan 2020 to now
- Independent Progressive AdvisorsNov 2022 to Dec 2023
- Warga Asset ManagementSep 2022 to Sep 2022
- Rem Financial Planning LLCFeb 2019 to Mar 2024
- Simpson and Company PcOct 2014 to Apr 2020
Designations
- PFS
Exams passed
- Series 65 · Uniform Investment Adviser Law2019
State registrations
Registered as an investment adviser representative in 1 state (WA).
Apforia
Legal name: Apforia Ltd
$101.9MAssets managed
385Clients
10Advisers
3 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
- 7092772
- Firm CRD
- 327176