Rachel Linville
Rachel Linville is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Apopka, FL, with 6 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Location
3312 E State Road, Suite 436, Apopka, FL, 32703
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Rachel works as support staff for The Infinity Group, a DBA/support company, since January 2025. This activity is not investment-related and requires minimal time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
Previous Registrations
Edward Jones
Edward JonesBroker
MML Investors Services, LLCBroker
Bb&t Investment Services, INC.
Bb&t Investment Services, INC.Broker
Bb&t Investment Services, INC.Broker
State Registrations1 state
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.