Rachel ClawsonCRD Number: 6622757
Current Firm: Mainstreet Financial Planning, Inc.
Rachel Clawson (CRD# 6622757) is an Investment Advisor Representative working at Mainstreet Financial Planning, Inc. in Burlingamee, CA and has over 5 years of experience in the finance industry. Rachel Clawson 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.
Monetary Management Corporation
Perigon Wealth Management, LLC
Wealth & Tax Planners
|Mainstreet Financial Planning, Inc.||Burlingame, CA||Jan 2021 - Current||< 1|
|Provest Capital Management LLC||Lake Oswego, OR||Feb 2019 - Jan 2021||1|
|Avier Wealth Advisors||Bellevue, WA||Apr 2018 - Apr 2019||1|
|Leidos||Tuscon, AZ||Mar 2017 - Apr 2018||1|
|Edward Jones||Tucson, AZ||Mar 2016 - Mar 2017||1|
|La Fitness||Tucson, AZ||Sep 2015 - Mar 2016||< 1|
|Chuze Fitness||Tucson, AZ||Sep 2015 - Dec 2015||< 1|
|Starbucks||Colorado Springs, CO||Dec 2014 - Aug 2015||< 1|
|Natural Wine Company||Colorado Springs, CO||Jul 2014 - May 2015||< 1|
|24 Hour Fitness||Colorado Springs, CO||Jul 2014 - Dec 2014||< 1|
|Dixon Recreation Center||Corvallis, OR||Jun 2010 - Jun 2014||4|
|Oregon State University||Corvallis, OR||Sep 2009 - Jun 2014||4|
|Windsor Oaks Vineyards And Winery||Windsor, CA||Jun 2013 - Nov 2013||< 1|
|Dr. Rose Vineyard||Corvallis, OR||Mar 2011 - Jun 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2016|
Total Assets Under Management0MILLIONS
Total Number of Accounts0ACCOUNTS
Average Account Value$0
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Educational seminars/workshops
CA, DC, FL, MD, NV, NY, TX, VA
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