Rachel
Lauber
The Patriot Financial Group, LLC
Answer a few questions and
get matched with an advisor.
About this Advisor
Rachel Lauber is a certified financial planner working in Westborough, Massachusetts with 1 year of industry experience. Lauber is an advisor for The Patriot Financial Group, LLC. Over the course of their career, they have held roles at Investacorp, Inc, Rel Translations & Turkish To English Business Services LLC, Primerica Advisors, Investacorp Advisory Services, Securities America, Inc, The Patriot Financial Group, LLC, Cetera Investment Advisers LLC, Cetera Financial Specialists LLC and Securities America Advisors. Lauber maintains a Series 63 license, which qualifies them as a securities representative, and is able to operate in New York. The Patriot Financial Group, LLC is a business operating out of Westborough, MA. The company has offices in 36 locations and a total of 75 advisors. It controls $2 billion in assets under management among its 5,972 client accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm serves one charities and foundations. Of its 5,972 client accounts, just 6% are associated with high-net-worth clients who have greater than $1 million in assets. The Patriot Financial Group, LLC offers a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and selection of other advisers. Fees for financial management usually are based on which services the firm provides the client. Fee types billed by The Patriot Financial Group, LLC likely consist of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
The Patriot Financial Group, LLC Brokerage Details
$1,629,757,890
75
5,972
$272,900
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers
Rachel Lauber Work History
Rachel has been registered as a financial advisor for 1 years.*
The Patriot Financial Group, LLC
Cetera Financial Specialists LLC
Cetera Investment Advisers LLC
Securities America, Inc
Securities America Advisors
Investacorp, Inc
Investacorp Advisory Services
Primerica Advisors
Rel Translations & Turkish To English Business Services LLC
*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 Lauber 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 The Patriot Financial Group, LLC
Omaha, NE
Newfields, NH
Westborough, MA
Shrewsbury, MA
Shrewsbury, MA
Westborough, MA
Westborough, MA
Westborough, MA
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
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.
