John St Marie, financial advisor Worcester MA
93 score

John St Marie

CRD 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.

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Company Name Location Dates Years
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
Contact Info for John R. St Marie
Phone Number: 215-887-8111
Registered State(s):
  • NH
By the Numbers
  • Total Assets Under Management
    5,982
    MILLIONS
  • Total Number of Accounts
    93,933
    ACCOUNTS
  • Average Account Value
    $63,688
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • 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
Types of Clients
Registered States

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

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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