Rachel Howard

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

• 02/2008 → 04/2021
  Manhattan Wealth Advisors
  Manhattan Beach, CA
• 05/2008 → 04/2021
  Npb Financial Group, Llc
  Manhattan Beach, CA
• 04/2021 → 05/2022
  Independent Financial Group
  Manhattan Beach, CA
• 05/2022 → Present
  Lincoln Investment
  Fort Washington, PA

Other Businesses

ISECRETSHOP POSITION: Independent contractor NATURE: Mystery Shopper Service INVESTMENT RELATED: No NUMBER OF HOURS: 5 SECURITIES TRADING HOURS: 0 START DATE: 10/15/2022 ADDRESS: 24828 Oak Street Unit 9, Lomita CA 90717, United States DESCRIPTION: I will go through the app and if there are shops in my area, I can select them and give feedback on sales associates, ambiance of location, and even pretending to be a customer and inquiring on products or services.

Exams

• S66 Uniform Combined State Law Examination
  2026-07-31

Other Names

• Rachel Nicole Castro
• Rachel Nicole Howard