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Rankin Rawlings

39 Years of Experience
Ridgeland, MS
3 DisclosuresBroker

Rankin Rawlings is a registered investment advisor at Wells Fargo Advisors, based in Ridgeland, MS, with 39 years of industry experience. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,327,695 clients with $610B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14703 advisors
IM Fee
Planning only
Assets Under Management
$606.0B

Fee Structure

Minimum Investment:$250K
  • Cash Flow Analysis — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Education Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Retirement Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Risk Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Wealth Planning — Up to $1,000 for clients with a net worth of $250,000 to $500,000; up to $2,500 for clients with a net worth over $500,000 to $1,000,000; up to $5,000 for clients with a net worth over $1,000,000.
  • Divorce Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Special Needs Analysis — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Sports & Entertainment — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.
  • Business Owner Planning — Up to $1,500 for clients with a net worth of $250,000 to $500,000; up to $3,750 for clients with a net worth over $500,000 to $1,000,000; up to $7,500 for clients with a net worth over $1,000,000.

The total fee per engagement can range up to $5,000 for clients with a net worth of $250,000 to $500,000, up to $12,500 for clients with a net worth over $500,000 to $1,000,000, and up to $25,000 for clients with a net worth over $1,000,000. Fees are subject to negotiation and may vary.

One-Time Plan:Up to $25,000
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Location

1020 Highland Colony Pkwy Ste 100, Ridgeland, MS, 39157

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
August 1995
Award / Judgment
Regulatory
October 1993
Final
Customer Dispute
February 1992
Settled
Other Business Activities

Rankin has 100% ownership of Triple 13 Farm LLC since 2013, where he maintains timber, prevents erosion, and keeps roads clear. This takes about 10-20% of his time.

Employment History
Current Registrations
Wells Fargo Clearing Services, LLCBroker
September 2012 - Present · 13 yrs 8 mos
Wells Fargo Advisors
September 2012 - Present · 13 yrs 8 mos
Previous Registrations
UBS Financial Services INC.
October 2008 - October 2012 · 4 yrs
UBS Financial Services INC.Broker
October 2008 - October 2012 · 4 yrs
Stifel, Nicolaus & Company, Incorporated
July 2002 - October 2008 · 6 yrs 3 mos
Stifel, Nicolaus & Company, IncorporatedBroker
September 2000 - October 2008 · 8 yrs 1 mo
Sterne, Agee & Leach, INC.Broker
October 1995 - September 2000 · 4 yrs 11 mos
Union Planters Brokerage Services INC.Broker
October 1993 - October 1995 · 2 yrs
Prudential Securities IncorporatedBroker
February 1987 - October 1993 · 6 yrs 8 mos
State Registrations15 states
ALARCOFLGALAMEMOMSNCOHPATNTXVA
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Rankin Rawlings - Financial Advisor | TrueAdvisor