Rachel Smith is a registered investment advisor, based in Athens, GA, with 20 years of industry experience.
Location
649-8 South Milledge Ave, Athens, GA, 30605
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Regulatory History
Clean regulatory record
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 →Employment History
Current Registrations
Cannon Securities, INC.Broker
January 2026 - Present · 8 mos
Cannon Financial Strategists, INC.
October 2023 - Present · 2 yrs 11 mos
Previous Registrations
Ifg Advisory, LLC
June 2022 - August 2023 · 1 yr 2 mos
LPL Financial LLCBroker
April 2022 - August 2023 · 1 yr 4 mos
Raymond James Financial Services Advisors, INC
March 2020 - April 2022 · 2 yrs 1 mo
Raymond James Financial Services, INC.Broker
March 2020 - April 2022 · 2 yrs 1 mo
Raymond James & Associates, INC.
October 2013 - March 2020 · 6 yrs 5 mos
Raymond James & Associates, INC.Broker
October 2013 - March 2020 · 6 yrs 5 mos
Wells Fargo Advisors, LLC
October 2012 - September 2013 · 11 mos
Wells Fargo Advisors, LLCBroker
January 2009 - September 2013 · 4 yrs 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2005 - January 2009 · 3 yrs 11 mos
State Registrations1 state
GA
Advisor
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Exams
No exam information available for this advisor.