Advisor at OSAIC Institutions, INC.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
OSAIC Institutions, INC.
Location
Kirksville, MO 63501
Credentials
Series 66
Industry experience
2 years
Rebecca Perrigo is a Series 66-licensed financial advisor with two years of industry experience. She is currently with OSAIC Institutions, Inc. and has held positions at various financial firms including MA Bank, Farmers Bank of Northern Missouri, Bank of Kirksville, Voya Financial Advisors, Edward Jones, and Infinex Investments. OSAIC Institutions serves individuals, charitable organizations, corporations, and retirement plans, offering a range of advisory and brokerage services through customized engagements. The firm’s network of investment adviser representatives provides both advisory and brokerage solutions, utilizing fundamental and technical analysis and access to alternative investment platforms.
Based on OSAIC Institutions, INC.
Fixed or flat fees for financial planning and consulting services up to $25,000 or more for high net worth individuals.
$0+: Up to 2.50%, negotiable (maximum advisory fee) for customized advisory services $0+: Up to 1.25% for ERISA plan services, negotiable $10,000+: Minimum for AMP wrap fee program $5,500+: Minimum for UMA wrap fee program
Commissions earned by IARs when selling securities or insurance products as broker-dealer representatives; may receive trail fees and other compensation.
Hourly fees generally range from $50 to $750 per hour for financial planning and consulting services.
Minimum fee: Fixed or flat fees for financial planning and consulting services generally range up to $25,000, can exceed for high net worth individuals; hourly fees generally range from $50 - $750 per hour, not exceeding $25,000 annually. Fee-only: Financial planning and consulting services offered for fixed fees or hourly charges; no commissions charged for these advisory services.
2022 N. Baltimore
Kirksville, MO 63501
Missouri
OSAIC Institutions, Inc.
2024 - Present (2 years)
MA Bank
2024 - Present (2 years)
Farmers Bank of Northern Missouri
2024 - 2024 (1 year)
Bank of Kirksville
2023 - 2024 (1 year)
Voya Financial Advisors
2023 - 2023 (1 year)
Edward Jones
2023 - 2023 (1 year)
Edward Jones
2022 - 2023 (1 year)
Infinex investments, Inc
2021 - 2022 (1 year)
MA Bank
2013 - 2022 (9 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Bank
They're affiliated with a bank that may offer its own financial products and services.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
ChFC®, Series 63
Kirksville, MO
USAdvisors Wealth Management, LLC
Series 63, Series 65
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Smith, Moore & Co.
Series 66
Kirksville, MO
LPL Financial
CFP®, Series 66
Kirksville, MO
Cambridge Investment Research Advisors
Series 66
Kirksville, MO
Edward Jones
Series 66
Kirksville, MO
Cambridge Investment Research Advisors
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