Rachel Marie Harris

Current Employers

Employment History

• 02/2015 → 01/2017
  Spectrum Wealth Partners
  Alamo, CA
• 01/2017 → 05/2018
  Lincoln Financial Advisors
  Alamo, CA
• 05/2018 → 05/2019
  Ameritas Investment Corp
  Lincoln, NE
• 06/2018 → 05/2019
  David White And Associates
  San Ramon, CA
• 05/2019 → 08/2021
  Lincoln Financial Advisors Corporation
  San Ramon, CA
• 08/2021 → Present
  Pensionmark Securities, Llc
  Santa Barbara, CA
• 08/2021 → Present
  Pensionmark Financial Group
  Santa Barbara, CA
• 10/2025 → Present
  World Investments, Inc.
  San Ramon, CA

Previous Registrations

• 2021-02-08 → 2021-08-24
  Osaic Fa, Inc.
  San Ramon, CA
  San Ramon, CA

Other Businesses

1. Sourjohn Kim Retirement Solutions; Investment Related; 2603 Camino Ramon Suite 200, San Ramon, CA 94583; Life/Health Insurance; Assistant; August 2021; 320 hours per month; 320 hours during trading hours; Pulling insurance information, provide quotes to the clients, preparing applications and setting up insurance policies for clients. 2. Sourjohn Kim Insurance Solutions; Investment Related; 2603 Camino Ramon Suite 200, San Ramon, CA 94583; Insurance; Agent; 3/7/2022; 20 hours per month; 20 hours during trading hours; Offers accident/health insurance, liability income insurance, fixed/indexed annuities, traditional life insurance, health savings accounts & long term care. 3. Harris Family Trust; Non-Investment Related; Trustee of family trust; 2/3/2017; 0 hours per month; 0 hours during trading hours; Trustee of trust

Exams

• S66 Uniform Combined State Law Examination
  2020-11-20

Other Names

• Rachel Marie Manning
• Rachel Marie Manning-Harris