Rachel D. Harris
Professional summary
Rachel Diane Harris, who also goes by Rachel Diane Metzger, is a registered financial advisor currently at HARRIS FINANCIAL CONSULTING, PLLC located in Alvin, Texas.
Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2020. Rachel has worked at 2 firms and has passed the Series 65, Series 63, Series 6TO, SIE and Series 26 exams.
Question & Answer
Aliases
Other business activities
CRS (Client Relationship Summary) - RIA
Click below to view Rachel Diane Harris's CRS (Customer Relationship Summary).
Certified licenses
Experience
May 4, 2022 - Present
HARRIS FINANCIAL CONSULTING, PLLC
June 8, 2020 - February 18, 2022
PFS INVESTMENTS INC.
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
Highlighted states indicate IAR registrations
(5/4/2022)
Exams
Series 6TO
Date: 6/8/2020
Investment Company Products/Variable Contracts Representative ExaminationCurrent Firm
HARRIS FINANCIAL CONSULTING, PLLC
CRD#: 319760 / SEC#:
Contact information
Red Flags
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