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Rachel Housel

MLP3, LLC·LINWOOD, New Jersey
SIE, Series 7, Series 24Clean recordMLP3, LLC
650 NEW ROAD, LINWOOD, NJ 08221CRD# 5125718Firm CRD# 296314

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Rachel Housel · LINWOOD, NJ
Registration
CRD #5125718 · MLP3, LLC
Brand Profile
Not yet started
01

Registrations & Exams

FINRA examinations passed
SIE
Series 7
Series 24
02

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

03

Firm Overview

Firm
MLP3, LLC
CRD 296314 · SEC 801-113681
AUM
$214M
Regulatory assets under management
Employees
5
326 client accounts
Services offered by MLP3, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Other
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
View all advisors at MLP3, LLC →
Introduction

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04

Frequently Asked Questions

What services does Rachel Housel offer?
Rachel Housel specializes in Financial Planning, Investment Management. Contact their office in LINWOOD, New Jersey for a consultation.
What are Rachel Housel's credentials?
Rachel Housel is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Rachel Housel located?
Rachel Housel is based in LINWOOD, New Jersey, working with MLP3, LLC. Their office serves clients in the LINWOOD metropolitan area and surrounding communities.
How does Rachel Housel charge for services?
Rachel Housel's firm is compensated through percentage of aum, subscription fees, other: bill payment service and tax service coordination. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MLP3, LLC?
MLP3, LLC has approximately 5 employees and manages $214M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other Advisors at MLP3, LLC

Jacob R. Mack
LINWOOD, NJ
CFP
Todd Christopher Chamberlain
LINWOOD, NJ

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