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RH

Rainee C. Handley

WENTWORTH-BAER WEALTH MANAGEMENT
SAN PEDRO, CA
Some features on this profile are disabled
CRD#: 6704287
RH

Professional summary

Rainee Catherine Handley, who also goes by Rainee Gaye Handley, Renee Handley, is a registered financial advisor currently at WENTWORTH-BAER WEALTH MANAGEMENT located in San Pedro, California.

Rainee is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2019. Rainee has worked at 2 firms and has passed the Series 65 exam.

Question & Answer

Are you a "fiduciary"?
Yes

Aliases

Rainee Gaye Handley | Renee Handley

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 Rainee Catherine Handley'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®
None

Experience

Current

April 6, 2026 - Present

WENTWORTH-BAER WEALTH MANAGEMENT

RIA
CRD#: 340427
SAN PEDRO, CA
Past

January 24, 2019 - January 7, 2020

ASHLAND INVESTMENT ADVISERS

RIA
CRD#: 139525
TORRANCE, CA

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
California
(4/6/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 1/24/2019
Uniform Investment Adviser Law Examination

Current Firm

WW
WENTWORTH-BAER WEALTH MANAGEMENT
HANDLEY, RAINEE CATHERINE | WENTWORTH-BAER WEALTH MANAGEMENT

CRD#: 340427 / SEC#:

California
Registered Investment Advisory firm - (4/6/2026 Approved)
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Trends, Not Just SnapshotsMonitor firm stability metrics like AUM and advisor ratios over time.

Contact information

Main Address
San Pedro, CA
Mailing Address
Phone number
Established
Firm type
Fiscal year end
# of Employees

Documents

Latest Form ADV

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

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

Company Information

WENTWORTH-BAER WEALTH MANAGEMENT

CRD#: 340427San Pedro, CA

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