Rachel Harris is a registered investment advisor, based in San Ramon, CA, with 7 years of industry experience.
Location
12647 Alcosta Boulevard, Suite 440, San Ramon, CA, 94583
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Regulatory History
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 ActivitiesSells Insurance
Rachel works as an assistant at Sourjohn Kim Retirement Solutions, focusing on life and health insurance, dedicating twice the time of a full-time job. She is also an agent at Sourjohn Kim Insurance Solutions, offering various insurance products and annuities, spending about 10-20% of her time on this. Rachel is also a trustee of a family trust, requiring minimal time.
Employment History
Current Registrations
World Investments, LLCBroker
World Investment Advisors, LLC
Previous Registrations
Pensionmark Securities, LLCBroker
Lincoln Financial Advisors Corporation
Lincoln Financial Advisors CorporationBroker
Ameritas Investment CORP.Broker
Lincoln Financial Advisors CorporationBroker
State Registrations1 state
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