Rachel Bass is a registered investment advisor, based in Springfield, GA, with 2 years of industry experience.
Location
301 N. Laurel Street, Springfield, GA, 31329
Get directionsHistory
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 →Other Business ActivitiesSells Insurance
Rachel owns RDG Financial and sells fixed insurance products. This activity is investment-related and takes about 10-20% of Rachel's time.
Employment History
Current Registrations
Capital Investment Group, INC.Broker
September 2024 - Present · 1 yr 10 mos
Capital Investment Advisory Services, LLC
March 2023 - Present · 3 yrs 4 mos
State Registrations1 state
GA
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.