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RIA / WealthAdvisorCertified Financial Planner23 years in industry

RACHEL LYNN MCDONOUGH

Advisor at EVERSOURCE WEALTH ADVISORS, LLC

BIRMINGHAM, AL | River Falls, WI

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Search this name across graphsid dfx:ria:da22a0ef-e38f-77e4-4d4e-7645291a32e6

Data as of Sep 15, 2026 (this record's last observation) from federal regulator filings. Page built Sep 21, 2026, 11:01 AM UTC and rebuilt at most every 15 minutes.

Relationships: 4
Dated events: 0
On other graphs: 0
Observed: May 28, 2003 to Sep 15, 2026

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Current firm: EVERSOURCE WEALTH ADVISORS, LLC
Current firm class: independent wealth managerderived
Book size: not publicno per-advisor AUM is published by the SEC, FINRA or IAPD, and DFX estimates none
Industry start: May 16, 2003earliest registration or exam on IAPD
Years in industry: 23derivedfrom the industry start date
Years at current firm: 5derivedfrom the current registration's begin date
Prior firms: 3
Current registrations: 1
Registered states: 2
Designations: Certified Financial Planner
Exams: S66
First exam: May 16, 2003
First registration: May 28, 2003
Dual registered: no
Other names: RACHEL GILBERTSON|RACHEL LYNN GILBERTSON
IAPD individual key: 4638011

Registration history

registration spans on IAPD; the basis says whether the span is a current registration or a prior employment record

Firm	Class	Began	Ended	Current	Branch	Basis
EVERSOURCE WEALTH ADVISORS, LLC	Independent wealth	Aug 6, 2021	n/a	yes	River Falls, WI\|BIRMINGHAM, AL	Current employment
AMERIPRISE FINANCIAL SERVICES, LLC	National bd RIA	Sep 12, 2014	Aug 10, 2021	no	NEW PRAGUE, MN\|Hudson, WI	Previous registration
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Bd affiliated wealth	Nov 2, 2010	Sep 15, 2014	no	BLOOMINGTON, MN\|ARDEN HILLS, MN\|ARDEN HILLS, MN\|BLOOMINTON, MN	Previous registration
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	Wirehouse	May 28, 2003	Aug 24, 2009	no	MINNEAPOLIS, MN\|MINNEAPOLIS, MN	Previous registration

Moves

a move is two registration dates; a bulk corporate re-registration is typed BULK_TRANSFER and is not a move

From	To	Left	Joined	Gap, days	Kind	Move type
AMERIPRISE FINANCIAL SERVICES, LLC	EVERSOURCE WEALTH ADVISORS, LLC	Aug 10, 2021	Aug 6, 2021	-4	Firm change	Ibd to RIA
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	AMERIPRISE FINANCIAL SERVICES, LLC	Sep 15, 2014	Sep 12, 2014	-3	Firm change	Other
MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED	RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC	Aug 24, 2009	Nov 2, 2010	435	Firm change after gap	Other

Relationships

Registered with (4)

→ EVERSOURCE WEALTH ADVISORS, LLCRegistered adviserregistration: current employment
Aug 6, 2021 to presentfactForm ADV
→ AMERIPRISE FINANCIAL SERVICES, LLCRegistered adviserregistration: previous registration
Sep 12, 2014 to Aug 10, 2021factForm ADV
→ RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INCRegistered adviserregistration: previous registration
Nov 2, 2010 to Sep 15, 2014factForm ADV
→ MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATEDRegistered adviserregistration: previous registration
May 28, 2003 to Aug 24, 2009factForm ADV

Dated events

No dated event names this entity yet.