Rachel L. Klinger
Professional summary
Rachel Lynn Klinger, who also goes by Rachel Lynn Mccann, is a registered financial advisor currently at MCCANN WEALTH STRATEGIES,INC. located in State College, Pennsylvania.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2005. Rachel has worked at 3 firms and has passed the Series 66 and Series 7 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Lynn Klinger's CRS (Customer Relationship Summary).
Certified licenses
Experience
September 19, 2012 - Present
MCCANN WEALTH STRATEGIES,INC.
Office #1: 1040 Benner Pike Suite 1, State College, PA 16801Office #2: 25 Chestnut Street, Georgetown, DE 19947Office #3: 3435 Market Street, Camp Hill, PA 17011November 5, 2010 - March 31, 2014
KMS FINANCIAL SERVICES, INC.
November 5, 2010 - March 31, 2014
KMS FINANCIAL SERVICES, INC.
September 18, 2006 - November 5, 2010
USA FINANCIAL SECURITIES LLC
August 9, 2005 - November 5, 2010
USA FINANCIAL SECURITIES LLC
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(10/9/2012)
(9/19/2012)
(9/19/2012)
Exams
Current Firm
MCCANN WEALTH STRATEGIES,INC.
CRD#: 155646 / SEC#:
Contact information
Regulatory assets under management
| Total Number of Accounts | 287 |
| AUM (Assets Under Management) | $ 25,058,101 |
Red Flags
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