Rachel WilliamsCRD 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.
Tci Wealth Advisors, Inc.
Cross State Financial Group LLC
Wt Wealth Management, LLC
|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|
Total Assets Under Management654,235MILLIONS
Total Number of Accounts4,299,176ACCOUNTS
Average Account Value$152,177
- A percentage of assets under your management
- 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)
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
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