Rachel
Harris
Pensionmark Financial Group, LLC
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About this Advisor
Rachel Harris is a financial advisor operating out of San Ramon, California with 2 years of relevant experience. Harris is on the advisory team at Pensionmark Financial Group, LLC. Over the course of their career, Harris has held roles at Spectrum Wealth Partners, Valleycare Medical Center, Homemaker, Lincoln Financial Advisors, Ameritas Investment Corp, David White And Associates, Lincoln Financial Advisors Corporation, Pensionmark Securities, LLC and Pensionmark Financial Group. Harris has a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to advise clients in California. Pensionmark Financial Group, LLC is a financial advisory company that has its headquarters in Santa Barbara, CA. It has offices in 59 locations and a total of 244 people on staff. It handles $27 billion in total assets among its 7,380 client accounts, placing it among the largest financial advisory firms in the United States by assets under management. The firm provides services to 142 charities and foundations. Of its 7,380 client accounts, just 4% are held by high-net-worth investors who have more than $1 million in assets. Pensionmark Financial Group, LLC performs a broad range of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, selection of other advisers and educational seminars. Fees for financial management usually vary depending on which services the firm provides the client. Fee types charged by Pensionmark Financial Group, LLC can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Pensionmark Financial Group, LLC Brokerage Details
$26,622,603,339
244
7,380
$3,607,399
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Selection of other advisers
- Educational seminars/workshops
Rachel Harris Work History
Rachel has been registered as a financial advisor for 2 years.*
Pensionmark Securities, LLC
Pensionmark Financial Group
Lincoln Financial Advisors Corporation
Ameritas Investment Corp
David White And Associates
Lincoln Financial Advisors
Spectrum Wealth Partners
Homemaker
Valleycare Medical Center
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
Financial Advisors at Pensionmark Financial Group, LLC
San Mateo, CA
San Antonio, TX
Fort Mill, SC
Brentwood, TN
Santa Barbara, CA
Madison, WI
Los Angeles, CA
Saint Petersburg, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
