Michael Harriett (CRD# 6107880) is an Investment Advisor Representative working at Lincoln Investment in Marlton, NJ and has over 7 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 2432429
Avantax Advisory Services
CRD# 5002082
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Capital Analysts, LLC | Marlton, NJ | Nov 2023 - Current | < 1 |
| Lincoln Investment Planning, LLC | Marlton, NJ | Oct 2017 - Current | 6 |
| Lincoln Investment | Marlton, NJ | Mar 2016 - Current | 8 |
| Jpmorgan Securities LLC | Newark, DE | Sep 2015 - Feb 2016 | < 1 |
| Jpmorgan Chase Bank | Newark, DE | Jul 2013 - Feb 2016 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2017 |
| S63 | Uniform Securities State Law Examination | Dec 2016 |
- NJ
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Total Assets Under Management17,218MILLIONS
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Total Number of Accounts203,427ACCOUNTS
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Average Account Value$84,640
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, 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
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