Marc Paquette
Marc Paquette is a registered investment advisor at LPL Financial LLC, based in Lewiston, ME, with 29 years of industry experience. Their practice areas include Investment Management. Their firm serves 1,676,192 clients with $620B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
LPL Financial, along with your advisor, charges an annual fee based on the value of your account. This fee covers asset management, administrative, and custodial services. The fee is negotiable, but the maximum is 2.50% per year, paid quarterly in advance. LPL may share a portion of this fee with your advisor.
Location
1071 Lisbon St, Lewiston, ME, 04240-5768
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Marc is an agent for non-variable insurance, offering term and fixed annuities since 2013. He is also a board member for Central Maine Credit Union, dedicating minimal time, and owns Twin City Financial Holdings, LLC for real estate rental, dedicating no time.
Employment History
Current Registrations
LPL Financial LLC
LPL Financial LLCBroker
Previous Registrations
The Patriot Financial Group, LLC
LPL Financial LLC
Baystate Wealth Management
New England Securities Corporation
New England SecuritiesBroker
Investment Advisors
Proequities, INC.Broker
Invest Financial Corporation
Invest Financial CorporationBroker
Curbstone Financial Management CorporationBroker
Jefferson Pilot Securities CorporationBroker
American Express Financial Advisors INC.Broker
Ids Life Insurance CompanyBroker
Gruntal & CO. IncorporatedBroker
South Richmond Securities, INC.Broker
State Registrations8 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.