Marshall FletcherCRD Number: 5273372
Current Firm: Lincoln Financial Securities Corporation
Marshall Fletcher (CRD# 5273372) is an Investment Advisor Representative working at Lincoln Financial Securities Corporation in Gastonia, NC and has over 10 years of experience in the finance industry.
Prospera Financial Services, Inc.
Dalton Financial LLC
M Holdings Securities, Inc.
|Lincoln Financial Securities||Charlotte, NC||Jul 2008 - Current||9|
|Jefferson Pilot Securities Corp||Charlotte, NC||Jan 2007 - Jun 2008||1|
|Dry Cleaning Station||Gastonia, NC||Aug 2005 - Oct 2006||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2007|
Total Assets Under Management1,541MILLIONS
Total Number of Accounts8,357ACCOUNTS
Average Account Value$184,425
- 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 businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
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