Rachel Ivanovich (CRD# 4649787) is an Investment Advisor Representative working at Wwm Financial in Carlsbad, CA and has over 20 years of experience in the finance industry.
CRD# 2730478
Madison Avenue Securities, LLC
CRD# 5084834
The Wealth Consulting Group
CRD# 2946276
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Wwm Financial | Carlsbad, CA | Mar 2023 - Current | 1 |
| Easy Life Management | Carlsbad, CA | Aug 2006 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2003 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2022 |
- CA
-
Total Assets Under Management279MILLIONS
-
Total Number of Accounts1,452ACCOUNTS
-
Average Account Value$192,441
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AZ, CA, FL, IL, IN, LA, NV, OR, TX, VA
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