Rachel Conley, financial advisor Giddings TX
93 score

Rachel Conley

CRD Number: 5395354
Current Firm: Edward Jones

Rachel Conley (CRD# 5395354) is an Investment Advisor Representative working at Edward Jones in Giddings, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Edward Jones St. Louis, MO Sep 2010 - Current 6
Edward Jones St. Louis, MO Jun 2007 - Sep 2010 3
Texas A&m University College Station, TX Aug 2006 - Aug 2010 4
Texas A&m Athletic Department College Station, TX Aug 2009 - May 2010 < 1
Texas A&m Athletic Department College Station, TX Aug 2006 - May 2010 3
Tim Kleinschmidt Campaign Lexington, TX May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2010
Contact Info for Rachel L. Conley
Phone Number: 314-515-2000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    140,424
    MILLIONS
  • Total Number of Accounts
    777,048
    ACCOUNTS
  • Average Account Value
    $180,715
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
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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