Rachell Dawn Lavasseur

Employer firm

Wells Fargo Advisors Financial Network, LLC CRD 11025

$252B regulatory AUM 2,990 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• INVESTMENT CONSULTING SERVICES TO INSTITUTIONAL CLIENTS

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

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

Current Employers

Employment History

• 06/2013 → Present
  Wells Fargo Advisors Financial Network, Llc
  Orlando, FL

Other Businesses

PEACE RIVER CAPITAL LLC; NOT INV RELATED; ORLANDO, FL; 100% OWNERSHIP; START DATE 1/4/2024; 1 HOUR PER MONTH; 0 DURING TRADING; SOLEY USED FOR PERSONAL TAXES.| PINE CREEK PARTNERS LLC; INV RELATED; ORLANDO, FL;COIN SELLING; 15% OWNERSHIP; START DATE 01/24/2025; 1 HOUR PER MONTH; 0 HOURS DURING TRADING

Exams

• S66 Uniform Combined State Law Examination
  2013-09-06