Rachel Kalivas (CRD# 6493008) is an Investment Advisor Representative working at Valley Forge Investment Consultants, Inc. in Audubon, PA and has over 8 years of experience in the finance industry. Rachel Kalivas 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# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 6180296
Oppenheimer & Company Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Valley Forge Financial Group | Audubon, PA | Jan 2017 - Current | 7 |
| M Holdings Securities, Inc. | Portland, OR | Jan 2017 - Current | 7 |
| Morgan Stanley | West Conshohocken, PA | Jun 2015 - Dec 2016 | 1 |
| Mktg | State College, PA | May 2014 - May 2015 | 1 |
| Lion Tutors | State College, PA | Jan 2013 - May 2015 | 2 |
| Penn State | University Park, PA | Aug 2011 - May 2015 | 3 |
| Convergent Wealth Advisors | Potomac, MD | Jun 2014 - Aug 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2015 |
- PA
-
Total Assets Under Management2,544MILLIONS
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Total Number of Accounts1,106ACCOUNTS
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Average Account Value$2,300,007
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
CO, CT, DE, FL, GA, LA, MA, MD, NH, NJ, NY, PA, TX, VA
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