RP
RP

Rakhi Pritchard

11 Years of Experience
Woodland Hills, CA
Broker

Rakhi Pritchard is a registered investment advisor at Raymond James & Associates, INC., based in Woodland Hills, CA, with 11 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
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
5669 advisors
IM Fee
Planning only
Assets Under Management
$501.0B

Fee Structure

Investment management only (planning not offered)
Hourly Rate:Up to $400/hr
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Location

6320 Canoga Ave, Suite 900, Woodland Hills, CA, 91367

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History

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.

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Other Business Activities

Rakhi is a partner in a rental real estate business since 2012. She dedicates minimal time to this activity.

Employment History
Current Registrations
Raymond James & Associates, INC.
July 2019 - Present · 6 yrs 10 mos
Raymond James & Associates, INC.Broker
July 2019 - Present · 6 yrs 10 mos
Previous Registrations
Farmers Financial Solutions, LLC
July 2017 - July 2019 · 2 yrs
Farmers Financial Solutions, LLCBroker
June 2017 - July 2019 · 2 yrs 1 mo
Kinecta Financial & Insurance Services, LLCBroker
March 2015 - May 2017 · 2 yrs 2 mos
LPL Financial LLC
March 2015 - May 2017 · 2 yrs 2 mos
LPL Financial LLCBroker
October 2014 - May 2017 · 2 yrs 7 mos
State Registrations52 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Rakhi Pritchard - Financial Advisor | TrueAdvisor