John St MarieCRD Number: 1288990
Current Firm: Lincoln Investment
John St Marie (CRD# 1288990) is an Investment Advisor Representative working at Lincoln Investment in Worcester, MA and has over 19 years of experience in the finance industry.
Commonwealth Financial Network
Signator Investors, Inc.
1st Global Advisors Inc.
|Lincoln Investment Planning, Inc.||Wyncote, PA||May 2012 - Current||4|
|John R St Marie (self Employed)||Worcester, MA||Jan 1986 - Current||30|
|Legend Equities Corporation||Palm Beach Gardens, FL||Sep 2005 - May 2012||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Mar 1997|
|S65||NASAA Investment Advisors Law Examination||Feb 2011|
Total Assets Under Management5,982MILLIONS
Total Number of Accounts93,933ACCOUNTS
Average Account Value$63,688
- 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
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Market timing services
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV