RG
RG

Rachel Golden

12 Years of Experience
Tampa, FL
Broker

Rachel Golden is a registered investment advisor at Raymond James & Associates, INC., based in Tampa, FL, with 12 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

1646 W Snow Avenue, Suite 4, Tampa, FL, 33606

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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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Employment History
Current Registrations
Raymond James & Associates, INC.
December 2023 - Present · 2 yrs 5 mos
Raymond James & Associates, INC.
November 2023 - Present · 2 yrs 6 mos
Raymond James & Associates, INC.Broker
November 2023 - Present · 2 yrs 6 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
August 2016 - December 2023 · 7 yrs 4 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
July 2014 - December 2023 · 9 yrs 5 mos
Franklin/templeton Distributors, INC.Broker
July 2013 - June 2014 · 11 mos
State Registrations12 states
CAFLGALAMANCNHNJNYORTNVA
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
Rachel Golden - Financial Advisor | TrueAdvisor