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Rachel Lee Biggerstaff

KEY Capital Management, Inc.

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About Rachel Lee Biggerstaff

Rachel Biggerstaff is an investment advisor representative registered with Key Capital Management, Inc. Rachel is a licensed investment advisor representative with a Series 65 license. Rachel is located in Hendersonville, TN and has been working in the financial services industry since June 2012. Rachel is registered as an investment advisor representative with Key Capital Management, Inc. in Tennessee. Key Capital Management, Inc. has 7 investment advisor representatives. Key Capital Management, Inc. manages over $292 million in client assets. Rachel is specialized in Financial Planning, Investment Advice, and Portfolio Management.

Firm Information

Rachel Biggerstaff is currently registered with KEY Capital Management, Inc.. KEY Capital Management, Inc. is an investment advisory firm based in HENDERSONVILLE, TN. The firm manages approximately $292,985,635 in assets for 2,171 clients. KEY Capital Management provides financial planning and portfolio management for individuals and families.
KEY Capital Management, Inc.

181 EAST MAIN ST. SUITE #7

HENDERSONVILLE, TN 37075

$292.99M

Assets Under Management

Not reported

Total Clients

7

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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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 Biggerstaff’s Registration & Firm History

TN

04/17/2020 - Present

KEY Capital Management, Inc. (HENDERSONVILLE TN)

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Licenses & Designations

IA

Issued 02/20/2019

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Lee Biggerstaff.
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