Paige
St. Martin

Second Line Capital, LLC

CRD#6062068
Investment Advisor
in Metairie, LA

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About this Advisor

Paige St. Martin is a financial advisor based in Metairie, Louisiana, working with Second Line Capital, LLC. Paige has previously held positions at Raymond James Financial Services, Inc, Financial Benefits Inc, Financial Planning Association, Shobe & Associates, Inc, Bite & Boze, Faubourg Private Wealth, Lpl Financial, LLC, Level Four Advisory Services, Lpl Financial LLC, Second Line Capital, LLC, and Advisor Resource Council (Formerly: 360 Wealth Management, LLC). Paige has passed the Series 66 regulatory exam and is registered to provide services in Louisiana. Currently, Paige is part of Second Line Capital, LLC, which operates out of Metairie, Louisiana. The firm has 3 offices and 17 employees. The firm manages assets totaling $402.1 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Second Line Capital, LLC includes asset-based, hourly, and fixed fees.

Certifications and Registrations

Series 66, CERTIFIED FINANCIAL PLANNER™

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Selection of other advisers

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Office Location

2800 Veterans Memorial Blvd. Suite 220
Metairie, LA 70002

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Second Line Capital, LLC Brokerage Details

Total Assets Under Management

$402,132,214

LA Average: $486,181,852
Total Number of Employees

17

LA Average: 13
Total Number of Accounts

1,911

LA Average: 722
Average Account Size

$210,430

LA Average: $673,382

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Selection of other advisers

Paige St. Martin Work History

2023 - Present (1 year)

Second Line Capital, LLC

2022 - Present (2 years)

Lpl Financial LLC

2017 - Present (7 years)

Faubourg Private Wealth

2018 - 2018 (< 1 year)

Level Four Advisory Servbices

2018 - 2023 (5 years)

Advisor Resource Council (Formerly: 360 Wealth Management, LLC)

2017 - 2017 (< 1 year)

Bite & Boze

2017 - 2020 (3 years)

Lpl Financial, LLC

2015 - 2017 (2 years)

Financial Benefits Inc

2014 - 2017 (3 years)

Raymond James Financial Services, Inc

2014 - 2017 (3 years)

Financial Planning Association

2014 - 2017 (3 years)

Shobe & Assoicates, Inc

Disclosures

Please visit the SEC profile of Paige St. Martin to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.

Financial Advisors at Second Line Capital, LLC

Paige St. Martin
Metairie, LA
Matthew St. Martin
Metairie, LA
Andrea Romero
Metairie, LA
Justin Ranger
Metairie, LA
Justin Archote
Metairie, LA
Timothy Aubin
Metairie, LA
Brentson Bowlin
Folsom, LA
Stephen Browne
Metairie, LA

The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

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