James Rachels, financial advisor Manteca CA
90 score

James Rachels

CRD Number: 6089318
Current Firm: Cetera Advisor Networks LLC

James Rachels (CRD# 6089318) is an Investment Advisor Representative working at Cetera Advisor Networks LLC in Manteca, CA and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Advisor Networks LLC El Segundo, CA Jan 2013 - Current 3
Financial Network El Segundo, CA Jul 2012 - Dec 2012 < 1
Mcr Engineering, Inc. Manteca, CA Feb 1997 - Jun 2012 15
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2012
Contact Info for James B. Rachels
Phone Number: 310-326-3100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    16,791
    MILLIONS
  • Total Number of Accounts
    70,113
    ACCOUNTS
  • Average Account Value
    $239,482
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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)
  • Educational seminars/workshops
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
90
Clean Record
This advisor has a clean track record with regulators.

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