Mark Anthoine (CRD# 2029066) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Auburn, ME and has over 24 years of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2366693
Commonwealth Financial Network
CRD# 2981743
Commonwealth Financial Network
Company Name | Location | Dates | Years |
---|---|---|---|
Osaic Wealth, Inc. | Auburn, ME | Sep 2023 - Current | < 1 |
Sagepoint Financial, Inc. | Lewiston, ME | Feb 2018 - Current | 6 |
Mml Investors Services, LLC | Lewiston, ME | Mar 2017 - Feb 2018 | < 1 |
Massachusetts Mutual Life Insurance Company | Springfield, MA | Jul 2016 - Feb 2018 | 1 |
Metlife Securities Inc. | Auburn, ME | Jan 2015 - Mar 2017 | 2 |
New England Securities | Boston, MA | Aug 2010 - Jan 2015 | 4 |
Exam Code | Name | Passed Date |
---|---|---|
S63 | Uniform Securities State Law Examination | May 1999 |
- ME
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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