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Rachael Marie Evans

Charles Schwab & CO., Inc.

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About Rachael Marie Evans

Rachael Marie Evans is a financial professional with over 10 years of experience in the industry. Rachael has a broad range of experience with investment companies, securities, and financial planning, specializing in providing financial advice to individuals and businesses. Currently, Rachael is a registered representative with Charles Schwab & CO., Inc. Previously, Rachael has held positions with OppenheimerFunds Distributor, Inc. and J.P. Morgan Securities LLC. Rachael is dedicated to providing her clients with the knowledge and resources they need to make informed financial decisions and reach their financial goals.

Firm Information

Rachael Evans is currently registered with Charles Schwab & CO., Inc.. Charles Schwab & CO., Inc. is a Corporation formed in April 1971, headquartered in San Francisco, California. The firm offers a range of advisory services including financial planning, selection of other advisors, and wrap fee programs. They have a broad client base including individuals, corporations, and other institutions. The firm manages over $50 billion in assets and operates in all 50 states and territories.
Charles Schwab & CO., Inc.

211 MAIN STREET

SAN FRANCISCO, CA 94105

Not reported

Assets Under Management

919,128

Total Clients

10,627

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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wrap fee program sponsor and financial planning advisor referral program

Wrap fee program sponsor and financial planning advisor referral program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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other

Asset based fees for wrap pgrms & subsc pricing for fin planning

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Rachael Evans’s Registration & Firm History

CO

03/12/2019 - Present

Charles Schwab & CO., Inc. (Frisco CO)

CO

06/16/2014 - 02/27/2019

OPPENHEIMERFUNDS DISTRIBUTOR, INC. (CENTENNIAL CO)

CO

04/22/2013 - 06/19/2014

J.P. MORGAN SECURITIES LLC (DENVER CO)

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Licenses & Designations

BC

Issued 02/25/2015

Series 26 - Investment Company Products/Variable Contracts Principal Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/19/2017

Series 7 - General Securities Representative Examination

BC

Issued 04/19/2013

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Rachael Marie Evans.
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