Rebecca Bone

from Plancorp, LLC
SEC regulated
Regulated Investment Advisor
Rebecca Bone is a financial advisor based in Missouri, Saint Louis, with 25 years of experience. Rebecca currently works for Plancorp, LLC. Rebecca maintains the following licenses: S63 (Uniform Securities Agent State Law Examination), S65 (Uniform Investment Adviser Law Examination), qualifying them as both a securities agent and an investment advisor representative.
This advisor is a SEC regulated
Fiduciary duty to act in the best interests of your finances
Regulated by The Securities and Exchange Commission (SEC)
Transparent about fees and never take commission when recommending a financial product
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Rebecca Bone works at Plancorp, LLC
Plancorp, LLC is a financial advisory firm based in Saint Louis, Missouri. It currently has approximately $5,268,471,371 of assets under management and employs about 76 people. Plancorp, LLC uses a fee structure of a percentage of assets under your management, hourly charges and fixed fees.
Certifications and registrations
Uniform Securities Agent State Law Examination (S63)
Uniform Investment Adviser Law Examination (S65)
Years registered
2 years
Fee structure
A percentage of assets under your management, hourly charges and fixed fees
Office location
540 Maryville Centre Drive, Suite 105, Saint Louis, Missouri, 63141

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