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Rachel Roseberry Ballengee

THE Mather Group, LLC

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About Rachel Roseberry Ballengee

Rachel Roseberry Ballengee is a financial advisor with The Mather Group, LLC. Rachel has been working in the financial industry since 2007. Rachel holds the Series 63, Series 7, and SIE licenses. Rachel holds the Certified Financial Planner designation and is registered in California, Illinois, and Texas. Rachel is a former financial advisor with LPL FINANCIAL LLC, UBS FINANCIAL SERVICES INC., and GRANITE SECURITIES, LLC. Rachel specializes in financial planning, portfolio management, and educational seminars.

Firm Information

Rachel Ballengee is currently registered with THE Mather Group, LLC. THE Mather Group, LLC is an investment advisor based in CHICAGO, IL. They have 91 investment adviser representatives and $10,508,543,012 in regulatory assets under management. THE Mather Group, LLC provides financial planning, educational seminars, selection of other advisers, portfolio management for individuals, and publication of periodicals. They primarily serve high-net-worth individuals, individuals other than high-net-worth, charitable organizations, and pension and profit-sharing plans.
THE Mather Group, LLC

353 N. CLARK STREET

CHICAGO, IL 60654

$10.51B

Assets Under Management

1

Total Clients

79

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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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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fixed fees

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

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percentage of assets

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

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other

A percentage of total net worth

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Rachel Ballengee’s Registration & Firm History

IL

04/14/2021 - Present

THE Mather Group, LLC (CHICAGO IL)

TX

06/24/2009 - 04/15/2021

LPL FINANCIAL LLC (HOUSTON TX)

NJ

10/09/2007 - 05/13/2009

UBS FINANCIAL SERVICES INC. (WEEHAWKEN NJ)

TX

06/19/2007 - 11/08/2007

GRANITE SECURITIES, LLC (HOUSTON TX)

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Licenses & Designations

BC

Issued 07/23/2007

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/18/2007

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Rachel Roseberry Ballengee.
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