Lpl Financial LLC

Investment Advisor
in Lewiston, ME

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About this Advisor

Marc Paquette is a financial advisor based out of Lewiston, Maine, with 11 years of professional experience. Paquette is currently employed by Lpl Financial LLC. Over the course of their career, they have held roles at Proequities, Inc, New England Securities, Lpl Financial LLC and The Patriot Financial Group. Paquette holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Maine. Lpl Financial LLC is an advisory firm based out of Lewiston, Maine. The investment advisory business has offices in 9,519 locations and a total of 23,035 financial advisors. It controls $208 billion in assets among its 892,326 accounts, placing it among the largest investment advisory firms in the country by assets under management. The firm serves 1,956 charitable organizations. Of its 892,326 client accounts, 28% belong to high-net-worth clients who have greater than $1 million in investable assets. Lpl Financial LLC has a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers, educational seminars and other services. Fees charged by financial advisors largely depend on the financial services provided. Fees billed by Lpl Financial LLC may include asset-based, hourly, fixed and commission-based fees.

Certifications and Registrations

Series 63, Series 65

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions



Office Location

1071 Lisbon St
Lewiston, ME 04240-5768

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Lpl Financial LLC Brokerage Details

Total Assets Under Management


ME Average: $646,059,043
Total Number of Employees


ME Average: 13
Total Number of Accounts


ME Average: 661
Average Account Size


ME Average: $977,396

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Educational seminars/workshops
  • Other

Marc Paquette Work History

Marc has 11 years of experience.

2013 - Present (8 years)

Lpl Financial LLC

2014 - 2018 (4 years)

The Patriot Financial Group

2010 - 2013 (3 years)

New England Securities

2009 - 2010 (1 year)

Proequities, Inc


Marc Paquette has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Lpl Financial LLC

Eric Matthews
Fort Mill, SC
James Dannel
Knoxville, TN
John Fitch
Charlotte, NC
Robert Wilson
Providence Forge, VA
Matthew Schultz
Fargo, ND
Brett Hudson
Sedalia, MO
Brian Fahrner
Des Plaines, IL
Andrew Fraser
Austin, TX

This content was compiled from the SEC and FINRA.

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