RL
RL

Rachell Lavasseur

12 Years of Experience
Orlando, FL
Broker

Rachell Lavasseur is a registered investment advisor at Wells Fargo Advisors, based in Orlando, FL, with 12 years of industry experience. Their practice areas include Retirement Planning. Their firm serves 401,726 clients with $200B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
3710 advisors
IM Fee
Planning only
Assets Under Management
$197.4B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

7575 Dr. Phillips Blvd, Ste 100, Orlando, FL, 32819

Get directions

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.

Learn about disclosures →
Other Business Activities

Rachell has 100% ownership in Peace River Capital LLC, used solely for personal taxes, and 15% ownership in Pine Creek Partners LLC, a coin selling business. Both activities require minimal time.

Employment History
Current Registrations
Wells Fargo Advisors
September 2013 - Present · 12 yrs 8 mos
Wells Fargo Advisors Financial Network, LLCBroker
August 2013 - Present · 12 yrs 9 mos
State Registrations52 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTWAWIWVWY
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.