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Rachael Reid

7 Years of Experience
Colorado Springs, CO
Broker

Rachael Reid is a registered investment advisor at Raymond James & Associates, INC., based in Colorado Springs, CO, with 7 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

Colorado Springs, CO

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.Broker
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services Advisors, INC
December 2022 - Present · 3 yrs 5 mos
Raymond James Financial Services, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Raymond James & Associates, INC.
December 2022 - Present · 3 yrs 5 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
February 2022 - October 2022 · 8 mos
Robert W. Baird & CO. IncorporatedBroker
February 2022 - October 2022 · 8 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2020 - February 2022 · 1 yr 10 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated
April 2020 - February 2022 · 1 yr 10 mos
Charles Schwab & CO., INC.
October 2018 - January 2020 · 1 yr 3 mos
Charles Schwab & CO., INC.Broker
July 2018 - January 2020 · 1 yr 6 mos
State Registrations1 state
CO
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.