Rebecca Allen
Investment Adviser Representative at Mariner
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Allen is an investment adviser representative with Mariner in Navarre, FL, where they have been registered since 2026. They have worked in the securities industry since 2026 and were previously registered with First Command Advisory Services. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 66 (combined investment adviser and state securities agent), and Series 7 (general securities representative). They are registered to provide investment advice in Florida.
Registrations & licenses
- Investment adviser:
- Florida
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- First Command Brokerage Services, INCDec 2022 – Apr 2023Fort Worth, TX
- United States Air ForceDec 2013 – Feb 2023Hurlburt Field, FL
- First Command Brokerage Services, Inc.Apr 2023 – Aug 2023Fort Worth, TX
- First Command Advisory Services, inc.Apr 2023 – Aug 2023Fort Worth, TX
- First Command Insurance Services, Inc.Apr 2023 – Aug 2023Fort Worth, TX
- United States Air Force ReserveMar 2023 – Aug 2023Hurlburt Field, FL
- MarinerDec 2025 – no end date reportedOverland Park, KS
- United States Air Force ReserveAug 2023 – Dec 2025Hurlburt Field, FL
- United States Air Force ReserveDec 2025 – no end date reportedHurlburt Field, FL
Official records & sources
Data as of August 9, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Mariner
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Estimated blended rate
- 0.0125
- $0 - $1,000,0001.25%
- $1,000,000 - $5,000,0001.00%
- $5,000,000 - $10,000,0000.80%
- Above $10,000,0000.60%
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 961
- Offices listed on AdvisorFinder:
- 99
- Main office:
- Overland Park, KS
- SEC file number:
- 801-66632
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 5, 2026
View full firm profileOther advisors at Mariner
Showing 12 of 961 in the directory
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Rebecca Allen has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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