Marc Bastien (CRD# 7825882) is an Investment Advisor Representative working at Randall Financial Group, LLC in Whitinsville, MA and has 1 year of experience in the finance industry.
CRD# 4318531
Integrated Wealth Concepts LLC
CRD# 6230536
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 836683
Rbc Capital Markets, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Randall Financial Group, LLC | Providence, RI | Oct 2023 - Current | < 1 |
| Good Counsel Tax Service Inc. | Whitinsville, MA | Jan 2022 - Current | 2 |
| Silgan Dispensing | Slatersville, RI | Oct 2017 - Dec 2021 | 4 |
| Cvs Health | Lincoln, RI | Jun 2017 - Sep 2017 | < 1 |
| Case Facilities Management Solutions | Attleboro, MA | Jan 2017 - Apr 2017 | < 1 |
| Work Hiatis | Pawtucket, RI | May 2016 - Dec 2016 | < 1 |
| Sensata | Attleboro, MA | Jan 2015 - Apr 2016 | 1 |
| Covidien | Mansfield, MA | Apr 2012 - Dec 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2024 |
- MA
- RI
-
Total Assets Under Management67MILLIONS
-
Total Number of Accounts304ACCOUNTS
-
Average Account Value$219,069
- A percentage of assets under your management
- Hourly charges
- Commissions
- 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
- Other
MA, RI
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