Merrill Gagne, financial advisor Greenfield MA
93 score

Merrill Gagne

CRD Number: 5273252
Current Firm: Northwestern Mutual Investment Services,llc

Merrill Gagne (CRD# 5273252) is an Investment Advisor Representative working at Northwestern Mutual Investment Services,llc in Greenfield, MA and has over 10 years of experience in the finance industry.

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Company Name Location Dates Years
Northwestern Mutual Wealth Management Company Milwaukee, WI Jun 2011 - Current 6
Northwestern Mutual Investment Services, LLC Greenfield, MA Oct 2010 - Current 7
Northwestern Mutual Investment Services, LLC Greenfield, MA Jan 2008 - Current 9
Northwestern Mutual Life Insurance Company Milwaukee, WI Nov 2007 - Current 10
University Of Massachusetts Amherst, MA Jan 2006 - Feb 2008 2
Northwestern Mutual Investment Services LLC Springfield, MA Nov 2007 - Dec 2007 < 1
Dale Frank Insurance Sunderland, MA Aug 2007 - Oct 2007 < 1
Northwestern Mutual Investment Services, LLC Springfield, MA Apr 2007 - Aug 2007 < 1
Nothwestern Mutual Life Insurance Company Milwaukee, WI Dec 2006 - Aug 2007 < 1
Umass Five Credit Union Hadley, MA Jan 2006 - Jan 2007 1
Ma Army National Guard Springfield, MA Dec 2004 - Aug 2006 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 2007
S65 NASAA Investment Advisors Law Examination May 2008
Contact Info for Merrill J. Gagne
Phone Number: 866-664-7737
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    0
    MILLIONS
  • Total Number of Accounts
    0
    ACCOUNTS
  • Average Account Value
    $0
Compensation Options
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • 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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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

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