Rachel Hite, financial advisor Plano TX

Rachel Hite

CRD Number: 6866032
Current Firm: Charles Schwab & Company, Inc.

Rachel Hite (CRD# 6866032) is an Investment Advisor Representative working at Charles Schwab & Company, Inc. in Plano, TX and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Charles Schwab & Company, Inc. Plano, TX Jun 2020 - Current < 1
Charles Schwab Bank, Ssb Plano, TX Jun 2020 - Current < 1
Cuso Financial Services, LP San Diego, CA May 2019 - May 2020 1
Securities America, Inc. State College, PA Mar 2019 - May 2019 < 1
Next Financial Group, Inc. Houston, TX May 2018 - Mar 2019 < 1
Next Financial Group, Inc. Houston, TX Oct 2017 - May 2018 < 1
Tremont Student Living State College, PA Apr 2017 - Oct 2017 < 1
Pa Higher Education Agency Harrisburg, PA Dec 2016 - Apr 2017 < 1
Student State College, PA Jun 2010 - Dec 2016 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Mar 2020
Contact Info for Rachel C. Hite
Phone Number: 415-667-7000
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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, WY

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