Back to top

Overview

Services

Advisor Services

There is no Services data available to display at this time.

Funds

Funds Used With Clients

There are no funds listed for this advisor at this time.

Firm Client types

There is no client type data to display at this time.

Qualifications

Experience

No timeline events available.
Employer Years Dates
Trustcounsel 7 months May 2018 - Dec 2018
WMS Partners, LLC 8 years, 10 months Nov 2010 - Present
Trustcounsel 4 years, 3 months Aug 2006 - Nov 2010
Are You
Rebecca Streamo Eberwein?
  • Claim your profile
    for FREE
  • Update your
    contact information
  • Highlight your specialties
    and expertise
Claim this free profile

Designations & Memberships

Membership information not available

Articles and Answers

Insights by Rebecca Eberwein

There are no insights for this advisor to display at this time.

Answers

Ask a financial questionAsk a question
There are no answers for this advisor to display at this time.

Licenses & Conducts

SEC
U.S. Securities and Exchange Commission
  • license status
    Registered
  • disclosures
    None
  • as of date
    Sep 17, 2019
FINRA
FINRA
  • license status
    Not registered
  • disclosures
    None
  • as of date
    N/A
Review the status and details of the disclosures noted above using the SEC's Investment Advisor Public Disclosure website:

Assets

WMS Partners, LLC

Last updated on March 26, 2019
    • $3.7B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 619
      Accounts
    • $5.9M
      Estimated Average Account Balance

Fees

Types of Compensation Arrangements

  • Percentage Of Assets
  • Fixed Fees
  • Performance-Based Fees
Other Advisors in Your Area
  • Gregory Brown
    Pathway Financial Planning
    Novi, MI
    View Profile
  • Hoover & Associates Financial Services, Inc.
    Sigma Financial Corporation
    Royal Oak, MI
    View Profile
  • Nathan J. Bopp, MBA, AIF®, CFP®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile
  • Glen Hahlen, CFP®, AIF®
    Mbs Financial Planning Services, Inc
    Uniontown, OH
    View Profile
  • Frederick Banyon
    American Trust Investment Services, Inc.
    Chicago, IL
    View Profile
  • Matthew Edwin Myland
    Gmf Private Wealth Management, Lp
    Rockledge, FL
    View Profile