Rachel L Evans
Investment adviser representative at William Madison Advisors, Inc.
11 yearsExperience
1 stateRegistered in
CFP® certificationDesignation
$497.7MFirm assets
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourly
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
11 years in the industry.
- William Madison Advisors, Inc.Oct 2021 to now
- Condley & CompanyJun 2017 to Oct 2021
- KpmgOct 2015 to Jun 2017
Designations
- CFP® certification
Exams passed
No exams in this record.
State registrations
Registered as an investment adviser representative in 1 state (TX).
William Madison Advisors, Inc.
$497.7MAssets managed
505Clients
3Advisers
8 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
- 8170810
- Firm CRD
- 294782