RA

Rachel S. Ayres

PATTON ALBERTSON MILLER GROUP
Macon, GA 31201
Some features on this profile are disabled
CRD#: 5891867
RA

Professional summary


Rachel Spencer Ayres, CFP®, who also goes by Rachel Alice Spencer, is a registered financial advisor currently at PATTON ALBERTSON MILLER GROUP, LLC located in Macon, Georgia.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2011. Rachel has worked at 2 firms and has passed the Series 65 exam.

Question & Answer


Are you a "fiduciary"?
Yes

Aliases


Rachel Alice Spencer

Other business activities


Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
The advisor shows no other business activity.

CRS (Client Relationship Summary) - RIA


Click below to view Rachel Spencer Ayres's CRS (Customer Relationship Summary).
CRS (Customer Relationship Summary)

Certified licenses


Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
CFP®

Experience


Current

April 25, 2016 - Present

PATTON ALBERTSON MILLER GROUP, LLC

Office #1: 231 Riverside Dr, Suite 105, Macon, GA 31201
RIA
CRD#: 281558
Macon, GA
Past

November 30, 2015 - December 31, 2017

PATTON ALBERTSON MILLER GROUP, LLC

RIA
CRD#: 281558
Macon, GA
Past

February 24, 2011 - November 30, 2015

PATTON ALBERTSON & MILLER LLC

RIA
CRD#: 126145
MACON, GA

Primary Firm SEC Registration


This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
PA
PATTON ALBERTSON MILLER GROUP, LLC
ANTHONY SMITH ADVISORS, INC | PROVIDENT TRUST COMPANY | PROVIDENT FIDUCIARY SERVICES LLC | PATTON ALBERTSON MILLER GROUP, LLC | PATTON ALBERTSON & MILLER | PAM FIDUCIARY SERVICES LIMITED, LLC (PFSL)

CRD#: 281558 / SEC#: 801-106877

RIA
Registered Investment Advisory firm - (10/20/2015 Approved)

State Registrations and Notice Filings


Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR
Georgia
(1/10/2018)
IAR
Texas
(1/5/2018)

Exams


State Security Law Exam

Current Firm


PA
PATTON ALBERTSON MILLER GROUP, LLC
ANTHONY SMITH ADVISORS, INC | PROVIDENT TRUST COMPANY | PROVIDENT FIDUCIARY SERVICES LLC | PATTON ALBERTSON MILLER GROUP, LLC | PATTON ALBERTSON & MILLER | PAM FIDUCIARY SERVICES LIMITED, LLC (PFSL)

CRD#: 281558 / SEC#: 801-106877

RIA
Registered Investment Advisory firm - (10/20/2015 Approved)
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Contact information


Main Address
605 Chestnut Street Suite 900, Chattanooga, TN 37450
Mailing Address
Phone number
(423) 414-2100
Established
Firm type
Fiscal year end
# of Employees
23

SEC notice filing (13 States and Territories)


Blank US states mapAlaskaHawaiiAlabamaArkansasArizonaCaliforniaColoradoConnecticutDelawareFloridaGeorgiaIowaIdahoIllinoisIndianaKansasKentuckyLouisianaMassachusettsMarylandMaineMichiganMinnesotaMissouriMississippiMontanaNorth CarolinaNorth DakotaNebraskaNew HampshireNew JerseyNew MexicoNevadaNew YorkOhioOklahomaOregonPennsylvaniaRhode IslandSouth CarolinaSouth DakotaTennesseeTexasUtahVirginiaVermontWisconsinWest VirginiaWyoming

Regulatory assets under management


Total Number of Accounts1,608
AUM (Assets Under Management)$ 1,542,703,568

Accountant surprise examination report


Filing DateForm ADV-E CoverForm ADV-E Report
01/06/2026
09/20/2024
10/24/2023

Red Flags


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Company Information


PATTON ALBERTSON MILLER GROUP, LLC

CRD#: 281558Macon, GA 31201

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