Rachel Alleman (CRD# 5470366) is an Investment Advisor Representative working at Pathstone in Englewood, NJ and has over 15 years of experience in the finance industry. Rachel Alleman 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# 1420183
Financial Life Focus, LLC
CRD# 5146297
Origin Financial
CRD# 4632189
Sarsi, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pathstone | Bellevue, WA | Jul 2021 - Current | 1 |
| Pathstone | Bellevue, WA | Oct 2020 - Jul 2021 | < 1 |
| Cornerstone Advisors, Inc. | Bellevue, WA | Mar 2001 - Sep 2020 | 19 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Nov 2007 |
- WA
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Total Assets Under Management24,836MILLIONS
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Total Number of Accounts18,943ACCOUNTS
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Average Account Value$1,311,084
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, ID, IL, LA, MA, MD, ME, MI, MS, NC, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WY
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