RW
RW

Rachel Weaver

9 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
633 advisors
Number of Clients
3,251 clients
Average Client Portfolio
$323K average
Assets Under Management
$1.1B
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Location

2200 Georgetown Drive, Suite 302, Sewickley, PA, 15143

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business ActivitiesSells Insurance

Rachel works as a financial planning analyst for Fragasso Financial Advisors, spending full-time hours on this role. She also dedicates minimal time to non-variable insurance as a financial planning analyst.

Employment History
Current Registrations
Private Client Services, LLCBroker
August 2018 - Present · 7 yrs 6 mos
Fragasso Financial Advisors
November 2016 - Present · 9 yrs 3 mos
Previous Registrations
LPL Financial LLC
August 2016 - August 2018 · 2 yrs
LPL Financial LLCBroker
February 2016 - August 2018 · 2 yrs 6 mos
State Registrations1 state
PA
AdvisorBrokerBoth
Exams
No exam information available for this advisor.