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Rachel Christine Clawson

Avier Wealth Advisors

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About Rachel Christine Clawson

Rachel Clawson is a financial advisor at Avier Wealth Advisors in BELLEVUE, WA. Rachel has been a Registered Representative since May 5, 2016. Rachel Clawson holds the Series 7 and Series 66 licenses. Rachel is a Certified Financial Planner and specializes in providing financial planning services for individuals, as well as investment management services for both individuals and high-net-worth clients.

Firm Information

Rachel Clawson is currently registered with Avier Wealth Advisors. Avier Wealth Advisors is a registered investment advisor based in Bellevue, WA. They provide financial planning and portfolio management services to individuals, including high-net-worth individuals, and individuals other than high-net-worth. Their services are also available for educational seminars. The firm manages $785,980,266 in regulatory assets, including $639,607,054 in discretionary assets. They are active on various social media platforms, including Instagram, YouTube, LinkedIn, and Facebook.
Avier Wealth Advisors

10655 NE 4TH STREET

BELLEVUE, WA 98004

$785.98M

Assets Under Management

Not reported

Total Clients

14

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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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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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percentage of assets

A percentage of the total value of assets under management is charged.

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Rachel Clawson’s Registration & Firm History

WA

11/16/2021 - Present

Avier Wealth Advisors (BELLEVUE WA)

AZ

05/05/2016 - 03/02/2017

EDWARD JONES (TUCSON AZ)

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Licenses & Designations

BOTH

Issued 05/23/2016

Series 66 - Uniform Combined State Law Examination

BC

Issued 03/02/2017

SIE - Securities Industry Essentials Examination

BC

Issued 05/05/2016

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Christine Clawson.
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