Rachael Linnehan (CRD# 5895575) is an Investment Advisor Representative working at Lpl Financial LLC in Mendon, MA and has over 9 years of experience in the finance industry.
CRD# 7339646
Origin Investment Advisory LLC
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 4030542
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Upton, MA | Mar 2022 - Current | 2 |
| Shannon Ouellette | Gardner, MA | Jun 2021 - Mar 2022 | < 1 |
| Northwestern Mutual Investment Services LLC | Gardner, MA | Jun 2021 - Mar 2022 | < 1 |
| Northwestern Mutual Wealth Management Company | Milwaukee, WI | Jun 2021 - Mar 2022 | < 1 |
| Lpl Financial | Fort Mill, SC | May 2015 - May 2021 | 6 |
| Ameriprise Financial | Westborough, MA | Apr 2015 - May 2015 | < 1 |
| Ameriprise | Wellesley, MA | Sep 2013 - Apr 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Mar 2015 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- MA
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- A percentage of assets under your management
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