Rachel Williams, financial advisor Sedona AZ

Rachel Williams

CRD Number: 6960783
Current Firm: Edward Jones

Rachel Williams (CRD# 6960783) is an Investment Advisor Representative working at Edward Jones in Sedona, AZ and has over 3 years of experience in the finance industry.

Similar Advisors
Michael Abeshaus, financial advisor Sedona AZ
Michael Abeshaus
CRD# 5572046
Tci Wealth Advisors, Inc.
Similar Advisors
Kevin Aguas, financial advisor Sedona AZ
Kevin J. Aguas
CRD# 4573669
Cross State Financial Group LLC
Similar Advisors
Allen Atkins, financial advisor Sedona AZ
Allen B. Atkins
CRD# 6239393
Wt Wealth Management, LLC
Company Name Location Dates Years
Edward Jones St Louis, MO May 2020 - Current 2
J.p. Morgan Securities LLC Cottonwood, AZ Jan 2019 - Apr 2020 1
Edward D. Jones & Company Sedona, AZ Jun 2018 - Jan 2019 < 1
Maurices Cottonwood, AZ Sep 2018 - Nov 2018 < 1
William Jessup University Department Of Campus Safety Rocklin, CA Jan 2017 - May 2018 1
Unemployed Rocklin, CA Aug 2016 - Jan 2017 < 1
Maurices Cottonwood, AZ Sep 2015 - Aug 2016 < 1
Unemployed Cottonwood, AZ Jan 2009 - Sep 2015 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Mar 2019
S66 NASAA Uniform Combined State Law Examination Jan 2022
Contact Info for Rachel R. Williams
Phone Number: 314-515-2000
Registered State(s):
  • AZ
  • TX
By the Numbers
  • Total Assets Under Management
    654,235
    MILLIONS
  • Total Number of Accounts
    4,299,176
    ACCOUNTS
  • Average Account Value
    $152,177
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
  • Pension consulting services
  • 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, WY

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.