Rebecca Elizabeth Skirvin
Investment adviser representative at Raymond James Financial Services Advisors, Inc
11 yearsExperience
2 statesRegistered in
$390BFirm assets
17 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 feeCommissionsOther
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
11 years in the industry.
- Gallatin Valley Homeschool Christian Athletic AssociationSep 2026 to now
- Always B LLCAug 2026 to now
- Raymond James Financial Services Advisors, Inc.Feb 2026 to now
- Raymond James Financial Services, Inc.Feb 2026 to now
- Stone Leaf FinancialFeb 2026 to now
- Horseshoe Hills VolleyballNov 2024 to now
- Hudak FinancialFeb 2026 to Jul 2026
- Thrivent Investment Management Inc.Jun 2025 to Jan 2026
- N/aJun 2025 to Aug 2025
- Bozeman HealthJan 2025 to Jun 2025
- Grace Bible ChurchMay 2024 to Dec 2024
- Ridge AthleticsJan 2024 to Mar 2025
- Saddle Peak SecurityJan 2024 to Aug 2024
- Department of Homeland Security/ Aviation Security ManagementJan 2022 to Feb 2024
- N/aSep 2021 to Jan 2022
- Gallatin Valley CougarsAug 2021 to Nov 2024
- Dutch Brothers CoffeeJun 2021 to Sep 2021
- Burger 101Apr 2020 to Jun 2021
- Figeros PizzaJun 2019 to Aug 2019
- StudentAug 2015 to Apr 2020
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 8124690
- Firm CRD
- 149018