Michael Marcotte, financial advisor Grand Blanc MI
93 score

Michael Marcotte

CRD Number: 4536110
Current Firm: J.j.b. Hilliard, W.l. Lyons, LLC

Michael Marcotte (CRD# 4536110) is an Investment Advisor Representative working at J.j.b. Hilliard, W.l. Lyons, LLC in Grand Blanc, MI and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Hilliard Lyons Grand Blanc, MI Dec 2006 - Current 10
Manaia Capital Management Auburn Hills, MI Nov 2006 - Dec 2006 < 1
United Securities Alliance, Inc. Auburn Hills, MI Mar 2005 - Dec 2006 1
Private Wealth Consulting Rochester, MI Jul 2006 - Nov 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Michael J. Marcotte
Phone Number: 502-588-8400
Firm Website: http://www.hilliard.com
Registered State(s):
  • FL
  • MI
By the Numbers
  • Total Assets Under Management
    6,179
    MILLIONS
  • Total Number of Accounts
    21,382
    ACCOUNTS
  • Average Account Value
    $288,982
Compensation Options
  • A percentage of assets under your management
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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