Michael Marchetti (CRD# 6485909) is an Investment Advisor Representative working at Lakeview Financial Planning in Shirley, MA and has over 7 years of experience in the finance industry.
CRD# 4257163
Prosperity Wealth Management, Inc.
CRD# 2513892
Advanced Portfolio Design, LLC
CRD# 1388001
Tcg Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Lakeview Financial Planning, Inc. | Shirley, MA | Jun 2017 - Current | 6 |
| Cambridge Investment Research Advisors, Inc. | Fairfield, IA | Dec 2016 - Aug 2017 | < 1 |
| Cambridge Investment Research, Inc. | Fairfield, IA | Mar 2016 - Aug 2017 | 1 |
| The Professional Alliance, Inc. | Milford, MA | Feb 2016 - Dec 2016 | < 1 |
| Waymark Wealth Management | Westborough, MA | May 2015 - Feb 2016 | < 1 |
| Unemployed | Shirley, MA | Sep 2014 - Apr 2015 | < 1 |
| Georgetown University | Washington, DC | Aug 2013 - Aug 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Sep 2016 |
- MA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts10ACCOUNTS
-
Average Account Value$270,000
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
MA
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