Rachael Renee Reid

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

• 01/2017 → 04/2017
  The Vanguard Group, Inc.
  Scottsdale, AZ
• 10/2016 → 01/2017
  Bridgcrest / Drive Time
  Mesa, AZ
• 03/2014 → 10/2016
  Target Corp
  Tempe, AZ
• 09/2017 → 01/2018
  Unemployed
  Phoenix, AZ
• 02/2018 → 12/2019
  Charles Schwab & Co., Inc.
  Phoenix, AZ
• 06/2017 → 09/2017
  Financial Engines
  Phoenix, AZ
• 02/2020 → 02/2022
  Merrill Lynch, Pierce, Fenner & Smith Inc.
  Chandler, AZ
• 02/2022 → 12/2022
  Baird
  Milwaukee, WI
• 12/2022 → Present
  Raymond James & Associates, Inc
  Colorado Springs, CO
• 12/2022 → Present
  Raymond James Financial Services, Inc
  Colorado Springs, CO
• 12/2022 → Present
  Raymond James Financial Services Advisors, Inc
  Colorado Springs, CO

Previous Registrations

• 2022-02-23 → 2022-10-13
  Robert W. Baird & Co. Incorporated
  Milwaukee, WI
• 2020-04-01 → 2022-02-11
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Chandler, AZ
• 2018-10-11 → 2020-01-22
  Charles Schwab & Co., Inc.
  Phoenix, AZ

Exams

• S66 Uniform Combined State Law Examination
  2018-10-11
• S63 Uniform Securities Agent State Law Examination
  2017-03-24

Other Names

• Rachael Junior
• Rachael Renee Junior
• Rachael R Junior
• Rachael Reid
• Rachael P Reid