Rachel Victoria Kirkley

Employer firm

Benjamin F. Edwards & Company, Inc. CRD 146936

$18.9B regulatory AUM 23 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Educational seminars

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 10/2015 → 07/2019
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dothan, AL
• 07/2019 → 06/2023
  Wells Fargo Clearing Services, Llc
  Dothan, AL
• 06/2023 → Present
  Benjamin F. Edwards
  Dothan, AL

Previous Registrations

• 2019-07-11 → 2023-06-29
  Wells Fargo Clearing Services, Llc
  Dothan, AL
• 2019-01-09 → 2019-07-09
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Dothan, AL
  New York, NY

Other Businesses

NOTARY PUBLIC, NOT INV RELATED, STATE OF ALABAMA, START 8/24/2022, 1 HOUR PER MONTH, ZERO HOURS DURING TRADING, NOTARIZING DOCUMENTS.

Exams

• S66 Uniform Combined State Law Examination
  2019-01-08

Other Names

• Rachel Olive
• Rachel V. Olive
• Rachel V. Morse
• Rachel V. Granger
• Rachel Victoria Morse
• Rachel Fowler
• Rachel Victoria Fowler