Rachel Anieta Golding

Employer firm

Lincoln Investment CRD 519

$22.0B regulatory AUM 595 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Selection of other advisers

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

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

Current Employers

Employment History

• 09/2021 → Present
  The Legend Group
  Rochester, NY
• 06/2019 → 09/2021
  Crickler Vending Company
  Rochester, NY
• 09/2016 → 06/2019
  Genesee River Restaurant
  Mt. Morris, NY
• 05/2014 → 09/2016
  Reservoir Creek Golf Course
  Naples, NY
• 07/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 09/2022 → Present
  Lincoln Investment
  Fort Washington, PA
• 09/2022 → Present
  Capital Analysts
  Fort Washington, PA

Other Businesses

DD WEALTH MANAGEMENT/LEGEND GROUP POSITION: Sales Assistant NATURE: Finance INVESTMENT RELATED: Yes NUMBER OF HOURS: 160 SECURITIES TRADING HOURS: 160 START DATE: 09/27/2021 ADDRESS: 1425 Jefferson Road, Rochester NY 14623, United States DESCRIPTION: Assisting advisors ACCU TAX POSITION: Tax preparer and assistant for the owner, Michael Kramer. NATURE: Tax Preparation INVESTMENT RELATED: No NUMBER OF HOURS: 30 SECURITIES TRADING HOURS: 20 START DATE: 02/01/2023 ADDRESS: 1880 East Ridge Road, Suite 1A, Rochester NY 14622, United States DESCRIPTION: Preparing tax returns and assisting with normal business hours operations such as answering phones, scheduling tax appointments, preparing folders for tax appointments, etc. CAPTURING LIFE PHOTOGRAPHY POSITION: owner NATURE: Photography INVESTMENT RELATED: No NUMBER OF HOURS: 10 SECURITIES TRADING HOURS: 0 START DATE: 01/03/2022 ADDRESS: 427 N Main Street, Apt 3, Canandaigua NY 14424, United States DESCRIPTION: I am the photographer who takes pictures of families, their kids, and their pets.

Exams

• S66 Uniform Combined State Law Examination
  2022-09-29