Rachel Ann Calvert Sowers is an investment adviser representative (IAR) with state registration records since 2018, appearing at 5 firms. Currently registered with BEACON POINTE ADVISORS, LLC.
| Firm | From | To | Current |
|---|---|---|---|
| BEACON POINTE ADVISORS, LLC | 2025-07-21 | present | Yes |
| WAYPOINT WEALTH PARTNERS | 2025-01-21 | 2025-07-08 | — |
| RAYMOND JAMES & ASSOCIATES, INC. | 2023-01-18 | 2024-07-19 | — |
| TRUIST ADVISORY SERVICES, INC. | 2021-02-17 | 2023-01-24 | — |
| BB&T SECURITIES, LLC | 2018-12-24 | 2021-02-17 | — |