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Rachel Renaud

19 Years of Experience
Irvine, CA
1 DisclosureBroker

Rachel Renaud is a registered investment advisor at Wells Fargo Advisors, based in Irvine, CA, with 19 years of industry experience. Rachel is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Divorce Planning, Education Planning, Financial Planning & Coaching, and 2 more. Their firm serves 1,324,168 clients with $670B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
14674 advisors
IM Fee
Planning only
Assets Under Management
$671.4B

Fee Structure

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

5 Park Plz 19th & 20th Fls, Irvine, CA, 92614

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History

Regulatory History (1)
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Judgment / Lien
October 1999
Employment History
Current Registrations
Wells Fargo Advisors
April 2026 - Present · 6 mos
Wells Fargo Clearing Services, LLCBroker
December 2021 - Present · 4 yrs 10 mos
Previous Registrations
Wells Fargo Clearing Services, LLCBroker
January 2011 - December 2019 · 8 yrs 11 mos
Wells Fargo Investments, LLCBroker
March 2006 - January 2011 · 4 yrs 10 mos
Wm Financial Services, INC.Broker
September 2004 - March 2006 · 1 yr 6 mos
State Registrations34 states
AZCACOCTDEFLGAHIIDILINLAMAMNMOMTNCNENJNMNVNYOHOKORPARISCSDTNTXUTWAWY
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.
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