Jacquelyn Cloutier (CRD# 6356231) is an Investment Advisor Representative working at Lpl Financial LLC in Nashua, NH and has over 5 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1350047
Legacy Financial Solutions, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lpl Financial, LLC | Nashua, NH | Jun 2021 - Current | 2 |
| Broad Street Planning, LLC | Nashua, NH | Jun 2021 - Current | 2 |
| Bank Of America, N.a. | Manchester, NH | Sep 2018 - Jun 2021 | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Manchester, NH | Jun 2018 - Jun 2021 | 3 |
| John Hancock Investments | Boston, MA | Jun 2016 - Jun 2018 | 2 |
| Extended Travel | Bangkok, | Mar 2016 - May 2016 | < 1 |
| Health Resources. It | Acton, MA | Aug 2015 - Mar 2016 | < 1 |
| Randstad | Boston, MA | Jun 2015 - Sep 2015 | < 1 |
| Roger Williams University | Bristol, RI | Aug 2011 - May 2015 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Oct 2018 |
- NH
- TX
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Total Assets Under Management463,475MILLIONS
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Total Number of Accounts1,910,545ACCOUNTS
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Average Account Value$242,588
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
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, WY
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