Rachel S. Ayres
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
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Spencer Ayres's CRS (Customer Relationship Summary).
Certified licenses
Start date: 2013
Experience
April 25, 2016 - Present
PATTON ALBERTSON MILLER GROUP, LLC
Office #1: 231 Riverside Dr, Suite 105, Macon, GA 31201November 30, 2015 - December 31, 2017
PATTON ALBERTSON MILLER GROUP, LLC
February 24, 2011 - November 30, 2015
PATTON ALBERTSON & MILLER LLC
Primary Firm SEC Registration
PATTON ALBERTSON MILLER GROUP, LLC
CRD#: 281558 / SEC#: 801-106877
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(1/10/2018)
(1/5/2018)
Current Firm
PATTON ALBERTSON MILLER GROUP, LLC
CRD#: 281558 / SEC#: 801-106877
Contact information
SEC notice filing (13 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 1,608 |
| AUM (Assets Under Management) | $ 1,542,703,568 |
Accountant surprise examination report
| Filing Date | Form ADV-E Cover | Form ADV-E Report |
|---|---|---|
| 09/20/2024 | ||
| 10/24/2023 | ||
| 11/23/2022 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
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Company Information
PATTON ALBERTSON MILLER GROUP, LLC
CRD#: 281558Macon, GA 31201TRUST BUT VERIFY
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