Ian A. Rahilly

TOUCAN FINANCIAL

Charlotte, NC

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CRD#: 6547275

Professional summary

Ian Alexander Fraser Rahilly, CFP®, who also goes by Ian Rahilly, is a registered financial advisor currently at TOUCAN FINANCIAL, INC. located in Charlotte, North Carolina.

Ian is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2015. Ian has worked at 3 firms and has passed the Series 65, Series 63, SIE and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Ian Rahilly

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.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alexander Fraser Rahilly's 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^®

Certified Financial Planner

Start date: 2022

Experience

Current

August 22, 2022 - Present

TOUCAN FINANCIAL, INC.

RIA

CRD#: 321210

Charlotte, NC

Past

June 8, 2021 - August 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

RIA

CRD#: 7691

CHARLOTTE, NC

Past

June 8, 2021 - August 18, 2022

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

CRD#: 7691

CHARLOTTE, NC

Past

March 2, 2021 - June 9, 2021

J.P. MORGAN SECURITIES LLC

RIA

CRD#: 79

New York, NY

Past

September 24, 2015 - June 9, 2021

J.P. MORGAN SECURITIES LLC

CRD#: 79

New York, NY

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

North Carolina
(8/22/2022)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 6/25/2021

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 10/19/2015

Uniform Securities Agent State Law Examination

General Industry/Product Exam

SIE

Date: 10/1/2018

Securities Industry Essentials Examination

General Industry/Product Exam

Series 7

Date: 9/24/2015

General Securities Representative Examination

Current Firm

TOUCAN FINANCIAL, INC.

CRD#: 321210 / SEC#:

North Carolina

Registered Investment Advisory firm - (8/22/2022 Approved)

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Contact information

Main Address

Charlotte, NC

Mailing Address

Phone number

(980) 999-2625

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	47
AUM (Assets Under Management)	$ 20,120,238

Red Flags

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Check for any disclosures as part of your thorough research when choosing an advisor.

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Firm Stability Insights

Ian A. Rahilly

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Ian Alexander Fraser Rahilly's CRS (Customer Relationship Summary).

Certified licenses

Experience

TOUCAN FINANCIAL, INC.

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED

J.P. MORGAN SECURITIES LLC

J.P. MORGAN SECURITIES LLC

State Registrations and Notice Filings

Exams

Series 65

Date: 6/25/2021

Series 63

Date: 10/19/2015

SIE

Date: 10/1/2018

Series 7

Date: 9/24/2015

Current Firm

TOUCAN FINANCIAL, INC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

TOUCAN FINANCIAL, INC.

TRUST BUT VERIFY

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