Rachel
Vega
Mariner Independent
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About this Advisor
Rachel Vega is a financial advisor based in Los Angeles, California, working with Mariner Independent. Rachel has previously held positions at Mariner Wealth Advisors, Mariner Platform Solutions, Northern Trust, HSBC, UBS, and Cornell University. Rachel is registered to provide services in California and Florida. Currently, Rachel is part of Mariner Independent, which operates out of Los Angeles, California. The firm has 33 offices and 102 employees. The firm manages assets totaling $4.3 billion and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and pension consulting services. The fee structure at Mariner Independent includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Mariner Independent Brokerage Details
$4,345,628,317
102
8,802
$493,709
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
Rachel Vega Work History
Mariner Wealth Advisors
Mariner Platform Solutions
Northern Trust
Northern Trust
Hsbc
Ubs
Ubs
Cornell University
Disclosures
Please visit the SEC profile of Rachel Vega 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 Mariner Independent
Ramsey, NJ
Annapolis, MD
Florham Park, NJ
Los Angeles, CA
Brookline, MA
Manhattan Beach, CA
Thousand Oaks, CA
Newport Beach, CA
The content in this profile was updated by SmartAsset on 6/19/2024. 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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