Unclaimed Profile

Rachel Marie Fequiere

BFSG, LLC·IRVINE, California

Series 6, Series 7, Series 24, Series 63, Series 65Clean record21 years registeredBFSG, LLC

2040 MAIN STREET, IRVINE, CA 92614CRD# 2219182Firm CRD# 143617

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Rachel Marie Fequiere · IRVINE, CA

Registration

CRD #2219182 · BFSG, LLC · 21 years registered

Brand Profile

Not yet started

Career History

No current investment adviser registration

Last registered firm: BFSG, LLC

BENEFIT FINANCIAL SERVICES GROUP

May 2007 – Jul 2019

IRVINE, CA

FINANCIAL NETWORK INVESTMENT CORPORATION

Feb 2005 – Dec 2007

IRVINE, CA

BENEFIT FUNDING SERVICES GROUP

Jan 2005 – Jun 2007

IRVINE, CA

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 13, 2005

Years registered · 21

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

BFSG, LLC

CRD 143617 · SEC 801-67796

AUM

$1.1B

Regulatory assets under management

Employees

2,058 client accounts

Services offered by BFSG, LLC

Per Form ADV

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

Security ratings or pricing services

Charitable organization or education services

Other

Client types served by the firm

Per Form ADV

Individuals

High Net Worth Individuals

Nonprofits & Foundations

View all advisors at BFSG, LLC →

Introduction

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Frequently Asked Questions

What services does Rachel Marie Fequiere offer?

Rachel Marie Fequiere specializes in Financial Planning, Investment Management, Wealth Management.

What are Rachel Marie Fequiere's credentials?

Rachel Marie Fequiere is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Rachel Marie Fequiere located?

Rachel Marie Fequiere is based in IRVINE, California, last registered with BFSG, LLC.

How does Rachel Marie Fequiere charge for services?

Rachel Marie Fequiere's firm is compensated through percentage of aum, hourly charges, subscription fees, other: a percentage of assets under consultation. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BFSG, LLC?

BFSG, LLC has approximately 32 employees and manages $1.1B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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