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Rachel Housel

MLP3, LLC·LINWOOD, New Jersey
Unclaimed Profile
650 NEW ROAD, LINWOOD, NJ 08221CRD# 5125718Firm CRD# 296314
01

About

Rachel Housel is a registered financial advisor based in LINWOOD, New Jersey, affiliated with MLP3, LLC. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
MLP3, LLC
MASTERS LEGACY PLANNING
AUM
$214M
Regulatory assets under management
Employees
5
Total firm employees
View all advisors at MLP3, LLC →
Services
Financial planning
Portfolio management (individuals)
Other
04

Background

Compensation
Percentage of AUM
Subscription fees
Other: BILL PAYMENT SERVICE AND TAX SERVICE COORDINATION
Regulatory
SEC/IARD CRD# 5125718
Firm CRD# 296314
No disclosures on file
View on FINRA BrokerCheck →

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05

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 in LINWOOD
Thomas James Putney — JLP CAPITAL MANAGEMENT, LLCTodd Christopher Chamberlain — MLP3, LLCJacob R. Mack — MLP3, LLCSarah Chamberlain — MLP3, LLC
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Research
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