Gregory W. Rachele
Professional summary
Gregory Wallace Rachele was suspended by undefined from acting as a broker or investment advisor or otherwise associating with a broker-dealer firm.
Gregory Wallace Rachele, who also goes by Greg Rachele, is a registered financial advisor currently at FIRST FINANCIAL SERVICES located in Fort Worth, Texas.
Gregory is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1998. Gregory has worked at 3 firms and has passed the Series 63, Series 7 and Series 6 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Gregory Wallace Rachele's CRS (Customer Relationship Summary).
Certified licenses
Experience
April 16, 2014 - Present
FIRST FINANCIAL SERVICES
February 18, 2003 - June 5, 2014
AVANTAX ADVISORY SERVICES
July 24, 1998 - June 5, 2014
AVANTAX INVESTMENT SERVICES, INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(4/16/2014)
Exams
Current Firm
FIRST FINANCIAL SERVICES
CRD#: 170253 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 39 |
| AUM (Assets Under Management) | $ 2,350,000 |
Red Flags
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