RE
CFP · ChFC
RE
CFP · ChFC

Rachel Eisenhart

11 Years of Experience
Alexandria, VA
BrokerSells Insurance

Rachel Eisenhart is a CFP, ChFC-designated registered investment advisor, based in Alexandria, VA, with 11 years of industry experience. Rachel is also registered as a broker, so some compensation may come from commissions on products sold.

Location

700 N. Fairfax, Suite 240, Alexandria, VA, 22314

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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 ActivitiesSells Insurance

Rachel works full-time as a financial advisor at HF3 Wealth Partners, providing investment advice and financial planning services. She also owns Three Sevenths, LLC for tax purposes and manages her individual K accounts, each requiring minimal time.

Employment History
Current Registrations
Kestra Private Wealth Services, LLC
August 2024 - Present · 2 yrs 2 mos
Kestra Investment Services, LLCBroker
August 2024 - Present · 2 yrs 2 mos
Previous Registrations
Edward Jones
June 2015 - August 2024 · 9 yrs 2 mos
Edward JonesBroker
March 2015 - August 2024 · 9 yrs 5 mos
State Registrations17 states
AZCADCDEFLGAILKYLAMAMDMINCOHPATNVA
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.
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