Jacquie Lemarr (CRD# 6869194) is an Investment Advisor Representative working at Cs Planning Corp in Portland, OR and has over 2 years of experience in the finance industry.
CRD# 5807693
The H Group Washington, Inc.
CRD# 1053785
Securities America Advisors, Inc.
CRD# 2279233
Ameriprise Financial Services, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cs Planning Corp. | Portland, OR | Jan 2022 - Current | 2 |
| Redstone Capital Management, Inc. | Scottsdale, AZ | Jan 2022 - Current | 2 |
| Cyclebar | Scottsdale, AZ | Aug 2018 - Current | 5 |
| Charles Schwab | Phoenix, AZ | May 2021 - Dec 2021 | < 1 |
| Arizona State Athletic Department/law School | Tempe, AZ | Aug 2019 - May 2021 | 1 |
| Nike Golf Academy | Pebble Beach, CA | May 2018 - May 2019 | 1 |
| M. S. Howells & Company | Scottsdale, AL | Sep 2017 - Oct 2018 | 1 |
| Nike Golf Academy | Pebble Beach, CA | May 2017 - Sep 2017 | < 1 |
| Nau Student | Flagstaff, AZ | Dec 2013 - Jun 2017 | 3 |
| Nau Athletic Department | Flagstaff, AZ | Aug 2016 - May 2017 | < 1 |
| Majestic Marketplace | Flagstaff, AZ | Aug 2016 - Apr 2017 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Mar 2022 |
| S63 | Uniform Securities State Law Examination | Jul 2021 |
- AZ
- TX
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Total Assets Under Management958MILLIONS
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Total Number of Accounts4,650ACCOUNTS
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Average Account Value$205,991
- 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
AK, AZ, CA, CO, DC, DE, FL, GA, HI, ID, IL, LA, MA, MD, MI, MS, NC, NE, NH, NJ, NV, NY, OH, OK, OR, PA, RI, SC, TN, TX, VA, WA, WI, WY
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