Rebecca Amber Perrigo
Investment Adviser Representative at Osaic Institutions, Inc.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Rebecca Amber Perrigo is an investment adviser representative with Osaic Institutions, Inc. in Kirksville, MO, where they have been registered since 2024. They have worked in the securities industry since 2023 and have been registered with 3 firms, including VOYA Financial Advisors, Inc. and Edward Jones. They have passed 3 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent) and Series 7 (general securities representative). They are registered to provide investment advice in Missouri.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Missouri
- Broker:
10 states and territories
Alabama, Arkansas, California, Georgia, Illinois, Iowa, Kentucky, Minnesota, Missouri, Washington
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.
- MA BANKNov 2013 – Jul 2022Macon, MO
- Infinex investments, IncMar 2021 – Jun 2022Meriden, CT
- Edward JonesJan 2023 – Apr 2023St Louis, MO
- Edward JonesJul 2022 – Jan 2023St Louis, MO
- Voya Financial AdvisorsApr 2023 – Jul 2023Windsor, CT
- Bank of KirksvilleJul 2023 – Feb 2024Kirksville, MO
- Farmers Bank of Northern MissouriMar 2024 – Aug 2024Unionville, MO
- MA BankAug 2024 – no end date reportedKirksville, MO
- OSAIC Institutions, Inc.Oct 2024 – no end date reportedMeriden, CT
Official records & sources
Data as of June 21, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Osaic Institutions, Inc.
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
- Firm account minimum
- $5,500
- Estimated blended rate
- 0.025
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
Advisory services (fee-based portfolios, investment team support, case design), equity and fixed income trading, life/long-term care/disability insurance, trust services, training, lead generation, marketing support, and recruiting.
Client types the firm serves
Firm assets under management
$5B–$25B
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 550
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Meriden, CT
- SEC file number:
- 801-67242
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of August 18, 2026
View full firm profileOther advisors at Osaic Institutions, Inc.
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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 Amber Perrigo 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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