Rachel Loiko, financial advisor Charlotte NC
93 score

Rachel Loiko

CRD Number: 4467108
Current Firm: Advice And Planning Services

Rachel Loiko (CRD# 4467108) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Charlotte, NC Apr 2008 - Current 8
Tiaa-cref Individual & Institutional Services, LLC Charlotte, NC Apr 2008 - Current 8
Unemployed Charlotte, NC Apr 2007 - Apr 2008 1
Hartford Equity Sales Company, Inc. Charlotte, NC Jul 2004 - Apr 2007 2
Hartfordf Life Charlotte, NC Jun 2004 - Apr 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 2001
S65 NASAA Investment Advisors Law Examination Oct 2002
Contact Info for Rachel L. Loiko
Phone Number: 212-490-9000
Firm Website: http://www.tiaa.org
Registered State(s):
  • NC
By the Numbers
  • Total Assets Under Management
    16,792
    MILLIONS
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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