Rachel
Mccray
Commonwealth Financial Network
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About this Advisor
Rachel Mccray is a financial advisor operating out of Roanoke, Virginia with 5 years of industry experience. Mccray is on the advisory team at Commonwealth Financial Network. Mccray has gained experience at Edward Jones, University Directories, Golden Corral, Metlife Securities Inc, Mml Investors Services, LLC, Massmutual Life Insurance Company, Commonwealth Financial Network and Sage Creek Planning And Investments. Mccray holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Virginia. Commonwealth Financial Network is a financial advisory firm based out of Waltham, MA. The investment advisory business has offices in 1,759 locations and a total of 4,300 financial advisors. It manages $146 billion in assets between its 585,629 accounts, making it one of the largest firms in the country by assets under management. The firm serves 2,108 charities and foundations. Of its 585,629 accounts, just 4% are associated with high-net-worth individuals who have more than $1 million in investable assets. The firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Financial advisory fees usually are based on which services the firm provides the client. However, fee types charged by Commonwealth Financial Network can include asset-based, hourly, fixed and commission-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Commonwealth Financial Network Brokerage Details
$146,387,007,862
4,300
585,629
$249,965
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Rachel Mccray Work History
Rachel has been registered as a financial advisor for 5 years.*
Commonwealth Financial Network
Sage Creek Planning And Investments
Commonwealth Financial Network
Mml Investors Services, LLC
Massmutual Life Insurance Company
Metlife Securities Inc
Edward Jones
University Directories
Golden Corral
*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 Mccray 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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