Shomari Linton (CRD# 7132246) is an Investment Advisor Representative working at Lpl Financial LLC in Brewster, NY and has over 4 years of experience in the finance industry.
CRD# 2626796
Lincoln Financial Advisors Corporation
CRD# 6865326
Citigroup Global Markets Inc.
CRD# 2809814
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M&t Bank | Fishkill, NY | Jul 2022 - Current | 1 |
| Lpl Financial | Fishkill, NY | Jul 2022 - Current | 1 |
| Jp Morgan Chase Bank Na | Poughkeepsie, NY | May 2019 - Jul 2022 | 3 |
| Jp Morgan Securities LLC | Poughkeepsie, NY | May 2019 - Jul 2022 | 3 |
| Raymour And Flanigan | Poughkeepsie, NY | Oct 2018 - May 2019 | < 1 |
| Ashley Furniture Home Store | Poughkeepsie, NY | Feb 2017 - Oct 2018 | 1 |
| Main Course Catering And Marketplace | New Paltz, NY | Jun 2015 - May 2017 | 1 |
| Suny New Paltz | New Paltz, NY | Aug 2011 - Aug 2016 | 5 |
| Suny New Paltz | New Paltz, NY | Aug 2014 - May 2016 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Mar 2023 |
- NY
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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
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Financial planning services
- Portfolio management for individuals and/or small businesses
- 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
- Other
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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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