Rebecca
Raff
Nadler Financial Group, Inc
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About this Advisor
Rebecca Raff is a certified financial planner operating in Deerfield, Illinois, with a total of 11 years of industry experience. Raff is an advisor for Nadler Financial Group, Inc. Over the course of their career, Raff has held roles at Nadler Financial Group, Inc and Ausdal Financial Partners. Raff holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Illinois. Nadler Financial Group, Inc is a company that has its headquarters in Deerfield, IL. It handles $1 billion in assets under management across its 2,765 customer accounts, placing it among the largest firms in the nation by assets under management. Of its 2,765 customer accounts, 37% belong to high-net-worth clients who have more than $1 million in assets available to invest. Nadler Financial Group, Inc has a diverse assortment of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial advisory fee schedules typically vary depending on which services the firm provides the client. Fees charged by Nadler Financial Group, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Nadler Financial Group, Inc Brokerage Details
$1,315,655,201
18
2,765
$475,825
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Rebecca Raff Work History
Rebecca has been registered as a financial advisor for 11 years.*
Nadler Financial Group, Inc
Ausdal Financial Partners
*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 Rebecca Raff 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 Nadler Financial Group, Inc
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
Deerfield, IL
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.
