RS
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Rachael Sauder

6 Years of Experience
Harrisonburg, VA
Broker

Rachael Sauder is a registered investment advisor at D.A. Davidson & CO., based in Harrisonburg, VA, with 6 years of industry experience. Rachael operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

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.

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Location

1925 Stone Spring Rd, Harrisonburg, VA, 22801

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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
D.A. Davidson & CO.Broker
April 2021 - Present · 5 yrs 1 mo
D.A. Davidson & CO.
April 2021 - Present · 5 yrs 1 mo
Previous Registrations
Truist Investment Services, INC.Broker
February 2021 - April 2021 · 2 mos
Truist Advisory Services, INC.
February 2021 - April 2021 · 2 mos
Bb&t Securities, LLC
June 2020 - February 2021 · 8 mos
Bb&t Securities, LLCBroker
June 2019 - February 2021 · 1 yr 8 mos
State Registrations29 states
ALAZCACOCTDCFLGAHIIDILKYMAMDMOMSMTNCNJNYOHPASCTNTXVAVTWAWV
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.