linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Rachel Lynn McDonough

Eversource Wealth Advisors, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Rachel? Claim Your Profile

About Rachel Lynn McDonough

Rachel McDonough is a financial advisor at Eversource Wealth Advisors, LLC, located in Hudson, WI. Rachel has over 18 years of experience in the financial services industry. Rachel is also a Certified Financial Planner. Prior to joining Eversource Wealth Advisors, LLC, Rachel worked at Ameriprise Financial Services, Inc. Rachel is registered with the state of Wisconsin and Texas. Rachel has a Series 66, Series 7 and SIE license.

Firm Information

Rachel McDonough is currently registered with Eversource Wealth Advisors, LLC. Eversource Wealth Advisors, LLC is a registered investment advisor headquartered in Birmingham, Alabama. With a team of 23 licensed agents and 40 investment advisor representatives, the firm manages over $2.69 billion in assets for various client types, including high-net-worth individuals, corporations, and other businesses, pension and profit-sharing plans, and charitable organizations. They provide a range of advisory services, including financial planning, portfolio management, educational seminars, and publication of periodicals. The firm also participates in wrap fee programs and offers TAMP services.
Eversource Wealth Advisors, LLC

3500 COLONNADE PARKWAY

BIRMINGHAM, AL 35243

$2.69B

Assets Under Management

46

Total Clients

47

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.

check

financial planning services

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

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Rachel McDonough’s Registration & Firm History

WI

08/06/2021 - Present

Eversource Wealth Advisors, LLC (Hudson WI)

WI

09/12/2014 - 08/10/2021

AMERIPRISE FINANCIAL SERVICES, LLC (Hudson WI)

MN

08/21/2009 - 09/15/2014

RAYMOND JAMES FINANCIAL SERVICES, INC. (BLOOMINGTON MN)

MN

04/09/2003 - 08/24/2009

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (MINNEAPOLIS MN)

Not sure if Rachel Lynn McDonough is right for you?

Licenses & Designations

BOTH

Issued 05/16/2003

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 04/07/2003

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There is public disclosure for Rachel Lynn McDonough. Review regulatory record here.
Not sure if Rachel Lynn McDonough is right for you?