Rachael Lynn Schaffer
Investment adviser representative at Planmember Securities Corporation
13 yearsExperience
1 stateRegistered in
$10.1BFirm assets
35 yearsFirm in business
Are you Rachael Lynn Schaffer? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissions
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
13 years in the industry.
- Planmember Securities CorporationJun 2019 to now
- Innovative Financial SolutionsJun 2019 to May 2024
- Chico's Fas / White House Black MarketNov 2018 to Dec 2022
- State Farm InsuranceOct 2018 to Jun 2019
- Na - UnemployedMar 2018 to Oct 2018
- Finra ArbitratorMay 2016 to Jul 2017
- Raymond James & Associates, Inc.Nov 2013 to Mar 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law1997
- Series 66 · Uniform Combined State Law2002
State registrations
Registered as an investment adviser representative in 1 state (AL).
Planmember Securities Corporation
$10.1BAssets managed
69,645Clients
424Advisers
35 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2740947
- Firm CRD
- 11869