Rachael Margaret Forster Linnehan

Employer firm

LPl Financial LLC CRD 6413

$819B regulatory AUM 209,600 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Educational seminars
• CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 05/2015 → 05/2021
  Lpl Financial
  Fort Mill, SC
• 06/2021 → 03/2022
  Shannon Ouellette
  Gardner, MA
• 06/2021 → 03/2022
  Northwestern Mutual Investment Services Llc
  Gardner, MA
• 06/2021 → 03/2022
  Northwestern Mutual Wealth Management Company
  Milwaukee, WI
• 03/2022 → Present
  Lpl Financial, Llc
  Upton, MA

Previous Registrations

• 2021-06-16 → 2022-03-07
  Northwestern Mutual Investment Services, Llc
  Westminster, MA
• 2015-06-24 → 2021-05-27
  Lpl Financial Llc
  Hudson, MA
  Upton, MA
  Framingham, MA

Other Businesses

1. 01/09/2023 - GREEN EAGLE WEALTH MANAGEMENT LLC - Investment Related - At Reported Business Location(s) - DBA for LPL Business (entity for LPL business) - Start Date: 01/04/2023 - 40 Hours Per Month/40 Hours During Securities Trading.

Exams

• S66 Uniform Combined State Law Examination
  2015-03-28

Other Names

• Rachael Forster
• Rachael Margaret Linnehan