Mariette Luchini - Jacobson, financial advisor Cashmere WA

Mariette Luchini - Jacobson

CRD Number: 6696401
Current Firm: Avantax Advisory Services

Mariette Luchini - Jacobson (CRD# 6696401) is an Investment Advisor Representative working at Avantax Advisory Services in Cashmere, WA and has over 7 years of experience in the finance industry.

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Stifel, Nicolaus & Company, Incorporated
Company Name Location Dates Years
Tamarack Tax & Consulting Cashmere, WA Feb 2023 - Current 1
Woodring LLC Cashmere, WA Jan 2020 - Current 4
Manson Bay Market, LLC Cashmere, WA Sep 2019 - Current 4
Avantax Investment Services, Inc. Wenatchee, WA Dec 2018 - Current 5
Avantax Advisory Services Wenatchee, WA Dec 2018 - Current 5
Avantax Insurance Agency, LLC Wenatchee, WA Dec 2018 - Current 5
Tamarack Tax & Consulting, LLC Wenatchee, WA Dec 2018 - Current 5
Courtney, Inc. Dba Manson Bay Market Manson, WA May 2016 - Current 7
Courtney, Inc. Manson, WA May 2016 - Jan 2023 6
1st Global Capital Corp. Wenatchee, WA Aug 2016 - Dec 2018 2
1st Global Advisors, Inc. Wenatchee, WA Aug 2016 - Dec 2018 2
Cordell, Neher & Company, Pllc Wenatchee, WA Sep 2011 - Nov 2018 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2016
Contact Info for Mariette D. Luchini - Jacobson
Phone Number: 972-870-6000
Registered State(s):
  • WA
By the Numbers
  • Total Assets Under Management
    30,968
    MILLIONS
  • Total Number of Accounts
    123,393
    ACCOUNTS
  • Average Account Value
    $250,972
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
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
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, VT, WA, WI, WV, WY

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