Rachel Byer Barker

Current Employers

Employment History

• 03/2014 → 11/2018
  Team Wealth Planning And Mgmt
  Amherst, MA
• 03/2020 → 02/2023
  Kestra Financial, Inc.
  Boston, MA
• 11/2018 → 08/2019
  N/A
  Amherst, MA
• 08/2019 → 03/2020
  N/A
  Cambridge, MA
• 02/2023 → 05/2024
  Carson Wealth Boston
  Boston, MA
• 08/2024 → Present
  Commonwealth Financial Network
  Waltham, MA

Previous Registrations

• 2023-02-28 → 2024-05-17
  Cwm, Llc
  Boston, MA
  Omaha, NE
• 2020-03-05 → 2023-02-28
  Kestra Advisory Services, Llc
  Boston, MA
• 2016-07-21 → 2018-10-23
  Team Wealth Planning And Management, Inc.
  Amherst, MA
  Chapel Hill, NC

Other Businesses

1.NAME OF BUSINESS: None NATURE: Short-term rental property START: 6/1/2022 POSITION: Homeowner APPX. HRS/MONTH: 0 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Owner 2.NAME OF BUSINESS: Windy Ridge Farm NATURE: Property START: 1/1/1995 POSITION: Partner APPX. HRS/MONTH:1 % APPX HRS/MONTH DURING TRADING HOURS: 0 DUTIES: Partner responsibilities

Exams

• S65 Uniform Investment Adviser Law Examination
  2016-07-21

Other Names

• Rachel Ann Byer
• Rachel B. Barker