MP
CFP
MP
CFP

Michael Paquette

28 Years of Experience
Bedford, NH
Broker

Michael Paquette is a CFP-designated registered investment advisor at Raymond James Financial Services Advisors, INC, based in Bedford, NH, with 28 years of industry experience. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, Insurance Planning, and 2 more. Their firm serves 508,439 clients with $390B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
6484 advisors
IM Fee
Planning only
Assets Under Management
$390.0B

Fee Structure

Hourly Rate:Up to $400/hr
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Location

176 Route 101, Unit B-2, Bedford, NH, 03110

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Michael is involved in several business activities, including owning rental real estate since 2016, being a partner in Kiersten Rose Realty Trust, LLC since 2011, and owning a percentage of My Casa Friend, LLC. He also dedicates minimal time to Paquette & Shaw Financial Group, LLC, a support company, and NH Bookkeeping Services, LLC, where he provides business mentorship.

Employment History
Current Registrations
Raymond James Financial Services, INC.Broker
May 2011 - Present · 15 yrs 4 mos
Raymond James Financial Services Advisors, INC
May 2011 - Present · 15 yrs 4 mos
Previous Registrations
Cco Investment Services CORP.
September 2007 - April 2011 · 3 yrs 7 mos
Cco Investment Services CORP.Broker
September 2007 - April 2011 · 3 yrs 7 mos
Bancnorth Investment Group, INC.Broker
January 2005 - September 2007 · 2 yrs 8 mos
Primevest Financial Services, INC.
August 2001 - September 2007 · 6 yrs 1 mo
Primevest Financial Services, INC.Broker
June 2001 - January 2005 · 3 yrs 7 mos
Compulife Investor Services, INC.Broker
October 2000 - June 2001 · 8 mos
Infinex Investments, INC.Broker
February 2000 - October 2000 · 8 mos
Citizens Financial Services INC.Broker
February 1998 - January 2000 · 1 yr 11 mos
State Registrations19 states
ARAZCACOCTFLINMAMDMEMSNCNHNYPASCTXVTWV
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
Michael Paquette - Financial Advisor | TrueAdvisor