Rachel Clawson (CRD# 6622757) is an Investment Advisor Representative working at Avier Wealth Advisors in Bellevue, WA and has over 7 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.
CRD# 6533806
Harbour Investments, Inc.
CRD# 4337938
Aspire Capital Advisors LLC
CRD# 1424055
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Avier Wealth Advisors | Bellevue, WA | Nov 2021 - Current | 2 |
| Mainstreet Financial Planning, Inc. | Burlingame, CA | Jan 2021 - Oct 2021 | < 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 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2016 |
- WA
-
Total Assets Under Management786MILLIONS
-
Total Number of Accounts2,225ACCOUNTS
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Average Account Value$353,250
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Educational seminars/workshops
AZ, CA, FL, ID, NY, OR, TX, WA
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