Rachel Williams Linville

Employer firm

Raymond James Financial Services Advisors, Inc CRD 149018

$390B regulatory AUM 5,542 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

• 12/2021 → 07/2024
  Mml Investors Services, Llc
  Orlando, FL
• 09/2013 → 12/2021
  Homemaker
  Sanford, FL
• 12/2021 → 07/2024
  Massmutual
  Orlando, FL
• 07/2024 → 12/2024
  Edward Jones
  St Louis, MO
• 01/2025 → Present
  Raymond James Financial Services, Inc.
  Apopka, FL
• 01/2025 → Present
  Raymond James Financial Services Advisors, Inc.
  Apopka, FL
• 01/2024 → Present
  The Infinity Group
  Apopka, FL

Previous Registrations

• 2024-08-21 → 2025-01-16
  Edward Jones
  Apopka, FL
• 2006-04-20 → 2007-08-15
  Bb&T Investment Services, Inc.
  Lexington, KY
  Charlotte, NC
  Charlotte, NC

Other Businesses

The Infinity Group; not investment related; Apopka, FL; DBA/support company; Registered Associate; Started 01/2025; 0hrs/month; 0hrs/month during trading hours; Support Staff

Exams

• S66 Uniform Combined State Law Examination
  2024-08-20
• S65 Uniform Investment Adviser Law Examination
  2006-04-19
• S63 Uniform Securities Agent State Law Examination
  2006-02-23

Other Names

• Rachel Dawn Williams
• Rachel Dawn Bush
• Rachel Dawn Williams
• Rachel Williams Linville
• Rachel Linville