Kyle Marceau, financial advisor Concord NH
90 score

Kyle Marceau

CRD Number: 5904782
Current Firm: Lincoln Financial Securities Corporation

Kyle Marceau (CRD# 5904782) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Concord, NH and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Lincoln Financial Advisors Corporation Concord, NH Mar 2014 - Current 2
Lincoln Financial Securities Corporation Concord, NH Feb 2011 - Current 5
New England College Henniker, NH Aug 2010 - May 2013 2
New Hampshire Tomahawks Bedford, NH Jun 2007 - Jan 2011 3
New England College Henniker, NH Aug 2010 - Dec 2010 < 1
American Lacrosse Company Bedford, NH Jul 2007 - Dec 2010 3
Unemployed Concord, NH May 2010 - Aug 2010 < 1
Front Line Productions Saint Leo, FL Aug 2007 - May 2010 2
Saint Leo University Saint Leo, FL Aug 2007 - May 2010 2
Checkmate Payroll Concord, NH Jun 2009 - Jul 2009 < 1
Unemployed Concord, NH May 2007 - Aug 2007 < 1
Robert Morris University Moontownship, PA Aug 2006 - May 2007 < 1
Hannaford Concord, NH Jun 2004 - Oct 2006 2
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2011
Contact Info for Kyle Marceau
Phone Number: 800-258-3648
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    1,541
    MILLIONS
  • Total Number of Accounts
    8,357
    ACCOUNTS
  • Average Account Value
    $184,425
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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)
  • 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, VI, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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