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Rachel S. Schetrom

LEGACY FINANCIAL
MOOREFIELD, WV 26836
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CRD#: 8289087
RS
Rachel Suzanne SchetromLEGACY FINANCIAL

Professional summary

Rachel Suzanne Schetrom, who also goes by Rachel Suzanne Evans, is a registered financial advisor currently at LEGACY FINANCIAL located in Moorefield, West Virginia.

Rachel is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2026. Rachel has worked at 1 firm and has passed the Series 65 exam.

At a Glance

Always Fiduciary

Aliases

Rachel Suzanne Evans

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.
Residential Rental Business: This is not investment-related. The address is 388 Warfield Rd, Baker, WV 26801. I own and manage residential rental properties. The start date was 01/2018. I devote approximately 15 hours per month to the business which can mostly be done at my discretion. My primary duties are bookkeeping, communications with tenants and service providers such as maintenance services.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Rachel Suzanne Schetrom'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

June 23, 2026 - Present

LEGACY FINANCIAL

Office #1: 217 Winchester Ave, Moorefield, WV 26836
RIA
CRD#: 342713
MOOREFIELD, WV

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
West Virginia
(6/23/2026)

Exams

State Security Law Exam
IAR
Series 65
Date: 4/20/2026
Uniform Investment Adviser Law Examination

Current Firm

LF
LEGACY FINANCIAL
LEGACY FINANCIAL | RACHEL SCHETROM DBA LEGACY FINANCIAL

CRD#: 342713 / SEC#:

West Virginia
Registered Investment Advisory firm - (6/6/2026 Approved)
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Contact information

Main Address
217 Winchester Ave, Moorefield, WV 26836
Mailing Address
Phone number
(304) 703-5445
Established
Firm type
Fiscal year end
# of Employees
1

Documents

Latest Form ADV
0

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

LEGACY FINANCIAL

CRD#: 342713Moorefield, WV 26836

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