Rachel
Harris
Pensionmark Financial Group, LLC
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About this Advisor
Rachel Harris is a financial advisor based in San Ramon, California, working with Pensionmark Financial Group, LLC. Rachel has previously held positions at Spectrum Wealth Partners, Valleycare Medical Center, Lincoln Financial Advisors, Lincoln Financial Advisors Corporation, Pensionmark Securities, LLC, Pensionmark Financial Group, David White And Associates, and Ameritas Investment Corp. Rachel has passed the Series 66 regulatory exam and is registered to provide services in California. Currently, Rachel is part of Pensionmark Financial Group, LLC, which operates out of San Ramon, California. The firm has 59 offices and 324 employees. The firm manages assets totaling $37.8 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, and educational seminars. The fee structure at Pensionmark Financial Group, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$37,759,764,327
324
11,973
$3,153,743
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rachel Harris Work History
Pensionmark Securities, LLC
Pensionmark Financial Group
Lincoln Financial Advisors Corporation
David White And Associates
Ameritas Investment Corp
Lincoln Financial Advisors
Spectrum Wealth Partners
Homemaker
Valleycare Medical Center
Disclosures
Please visit the SEC profile of Rachel Harris to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
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