Rachel O'leary, financial advisor Austin TX

Rachel O'leary

CRD Number: 6271878
Current Firm: Wealth Care LLC

Rachel O'leary (CRD# 6271878) is an Investment Advisor Representative working at Wealth Care LLC in Austin, TX and has over 10 years of experience in the finance industry. Rachel O'leary has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Wealth Care LLC Austin, TX Nov 2021 - Current 2
Wealth Care LLC Washington, DC Aug 2014 - Nov 2021 7
Fbb Capital Partners LLC Bethesda, MD Sep 2013 - Aug 2014 < 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2013
Contact Info for Rachel P. O'leary
Phone Number: 321-543-1099
Registered State(s):
  • FL
  • TX
Current Firm Details
Wealth Care LLC
Firm's CRD Number: 125799
By the Numbers
  • Total Assets Under Management
    516
    MILLIONS
  • Total Number of Accounts
    872
    ACCOUNTS
  • Average Account Value
    $591,465
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
Types of Clients
Registered States

FL, NE, TX

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