Rachel Moss
Investment adviser representative at Raymond James Financial Services Advisors, Inc
16 yearsExperience
2 statesRegistered in
$390BFirm assets
17 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat feeCommissionsOther
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
16 years in the industry.
- Raymond James Financial Services, Inc.Nov 2025 to now
- Raymond James Financial Services Advisors, Inc.Aug 2025 to now
- First Financial AdvisorsAug 2024 to Aug 2025
- Greenix Pest ControlJan 2024 to Mar 2024
- HotworxNov 2023 to Jan 2024
- VivintJul 2023 to Oct 2023
- Toned Fitness, LLC dba 9round Kickboxing FitnessMar 2020 to Aug 2024
- 9round Kickboxing FitnessOct 2018 to Mar 2020
- Green Light BookingJul 2013 to Nov 2019
- Toned Entertainment, LLC / No Limits RocksJun 2010 to Nov 2021
Exams passed
- Series 65 · Uniform Investment Adviser Law2024
- Series 63 · Uniform Securities Agent State Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
Raymond James Financial Services Advisors, Inc
$390BAssets managed
508,439Clients
6,726Advisers
17 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
- 7971351
- Firm CRD
- 149018