Rachel Whitfield is a registered investment advisor, based in Plano, TX, with 5 years of industry experience.
Location
7900 Windrose Avenue, Plano, TX, 75024
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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 →Employment History
Current Registrations
Vanguard Marketing CorporationBroker
September 2025 - Present · 8 mos
Vanguard Advisers, INC.
September 2025 - Present · 8 mos
Vanguard Marketing Corporation
September 2025 - Present · 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
September 2020 - April 2025 · 4 yrs 7 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
August 2020 - April 2025 · 4 yrs 8 mos
State Registrations53 states
AKALARAZCACOCTDCDEFLGAHIIAIDILINKSKYLAMAMDMEMIMNMOMSMTNCNDNENHNJNMNVNYOHOKORPAPRRISCSDTNTXUTVAVTVirgin IslandsWAWIWVWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.