Claire Jackson (CRD# 4956528) is an Investment Advisor Representative working at Pensionmark Financial Group, LLC in Auburn, ME and has over 17 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 2366693
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Pensionmark Securities, LLC | Santa Barbara, CA | Nov 2018 - Current | 5 |
Pensionmark Financial Group, LLC | Santa Barbara, CA | Nov 2018 - Current | 5 |
Angell Pension Group | East Providence, RI | May 2018 - Nov 2018 | < 1 |
Proequities Inc. | Portland, ME | Jul 2013 - May 2018 | 4 |
Healey & Associates Inc. | Portland, ME | Jun 2013 - May 2018 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | Dec 2006 |
S65 | NASAA Investment Advisors Law Examination | Jul 2009 |
- ME
-
Total Assets Under Management37,760MILLIONS
-
Total Number of Accounts11,973ACCOUNTS
-
Average Account Value$3,153,743
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.