Paige St. Martin, financial advisor Metairie LA

Paige St. Martin

CRD Number: 6062068
Current Firm: Second Line Capital, LLC

Paige St. Martin (CRD# 6062068) is an Investment Advisor Representative working at Second Line Capital, LLC in Metairie, LA and has over 9 years of experience in the finance industry. Paige St. Martin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
Second Line Capital, LLC Metairie, LA May 2023 - Current < 1
Lpl Financial LLC Metairie, LA Nov 2022 - Current 1
Faubourg Private Wealth Metairie, LA Dec 2017 - Current 6
Advisor Resource Council (formerly: 360 Wealth Management, Llc) Metairie, LA Aug 2018 - May 2023 4
Lpl Financial, LLC Metairie, LA Dec 2017 - Nov 2020 2
Level Four Advisory Servbices Plano, TX Jan 2018 - Aug 2018 < 1
Bite & Boze Baton Rouge, LA Jun 2017 - Oct 2017 < 1
Financial Benefits Inc. Baton Rouge, LA Mar 2015 - May 2017 2
Raymond James Financial Services, Inc. Baton Rouge, LA Jun 2014 - May 2017 2
Shobe & Assoicates, Inc. Baton Rouge, LA May 2014 - May 2017 3
Financial Planning Association Baton Rouge, LA Mar 2014 - May 2017 3
Satterfield's New Roads, LA Apr 2014 - May 2014 < 1
Ameriprise Financial Services, Inc. Baton Rouge, LA Apr 2012 - May 2014 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Sep 2014
Contact Info for Paige L. St. Martin
Phone Number: 504-321-0923
Registered State(s):
  • LA
By the Numbers
  • Total Assets Under Management
    280
    MILLIONS
  • Total Number of Accounts
    1,485
    ACCOUNTS
  • Average Account Value
    $188,500
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, CA, CT, FL, GA, LA, MI, MS, TX, VA

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