Investment adviser representative · Roan Capital Partners
Rebekah L. Taylor Burton
CRD 5020517 · Johnson City, TN
At a glance
Rebekah L. Taylor Burton is an investment adviser representative with Roan Capital Partners in Johnson City, TN, according to the SEC’s Investment Adviser Public Disclosure records. The earliest registration on Rebekah’s SEC record dates to 2024, about 2 years ago. Designations on file: Certified Financial Planner.
Current advisory firm
- Roan Capital PartnersSince June 2024Johnson City, TN · $152M in regulatory assets
SEC adviser record
- Registered since
- 2024 (2 years)
- Designations
- Certified Financial Planner
- Exams
- –
- Registered in
- 1 state
- Also a broker representative
- No
- Disclosures on record
- None
AtlasMembers
Rebekah’s office, career and moves
Their branch office with the firm’s business phone and website, every registration on their SEC record with dates, their employment history and outside business. Atlas members see all of it.
- Branch office address, business phone and website
- Locked
- Previous firms, with start and end dates
- Locked
- Employment history
- Locked
- States they’re registered in
- Locked
- Outside business activities
- Locked
- When they joined their current firm, and their firm’s growth
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Something wrong? Ask for a correction. Source: the SEC’s Investment Adviser Public Disclosure records, as of October 2026. The full record, including any disclosure details, is on the SEC’s adviser search.
More at Roan Capital Partners
- Joy L. GarlandJohnson City
- Jeffrey P. KastnerJohnson City
Every advisor at Roan Capital Partners →Roan Capital Partners: assets, clients and custodians →Financial advisors in Johnson City, TN →Every Roan Capital Partners advisor in Johnson City →Advisor Moves: who changed firms this week →