Rachel Nohlgren
Rachel Nohlgren is a CFP-designated registered investment advisor at Raymond James & Associates, INC., based in St. Petersburg, FL, with 17 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 531,617 clients with $500B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Location
880 Carillon Parkway, St. Petersburg, FL, 33716
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Rachel serves as a POA/Personal Representative for the Sarah Nohlgren Revocable Trust & Estate since 2017. She currently acts as an advisor/planner, and will assume the roles of Personal Representative, POA, and Successor Trustee upon Sarah's death or incapacitation, dedicating minimal time to this activity.
Employment History
Current Registrations
Raymond James & Associates, INC.
Raymond James & Associates, INC.
Raymond James & Associates, INC.Broker
State Registrations33 states
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