Rachel Nohlgren

Employer firm

Raymond James & Associates, Inc. CRD 705

$501B regulatory AUM 2,231 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

• 06/2005 → Present
  Raymond James And Associates Inc
  St Petersburg, FL

Other Businesses

(1)Name of Business: SPC Foundation Address: 880 Carillon Pkwy, Saint Petersburg, FL, 33716-1102, United States Activity Type: Non profit Position/Title: Board Member, Finance/Investment Committee Member Investment Related: Yes Start Date: 06/01/2025 Hours per month devoted to this business: 2-10 Hours per month devoted to this business during trading hours: 2-10 Description of duties: Attend Board and Committee meetings. monitor investments. allocation, and distribution strategy.

Exams

• S66 Uniform Combined State Law Examination
  2011-11-17

Designations

• Certified Financial Planner

Other Names

• Rachel Marie Nohlgren
• Rachel Marie Nohlgren
• Rachel Nohlgren Mcneil