Rachel Davis
Rachel Davis is a registered investment advisor at Raymond James Financial Services Advisors, INC, based in Chelmsford, MA, with 13 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
17 North Road, Chelmsford, MA, 01824
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel works as an associate/employee providing office support for Metro Financial Strategies. This takes about half of Rachel's time.
Employment History
Current Registrations
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.
Raymond James Financial Services, INC.Broker
Previous Registrations
Newport Group Securities, INC.Broker
Raymond James Financial Services Advisors, INC
Raymond James Financial Services, INC.Broker
State Registrations6 states
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