Best Investors Account Sign in

Alan Joseph Marcelle

LPl Financial LLC

Littleton, NH

Moltonborough, NH

Claim This Profile
Current Employers
Lpl Financial Llc

1055 Lpl Way, Fort Mill, SC 29715 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2025-03-21
  • NH RA
    APPROVED
    Since 2025-03-21

Branch Locations

260 Cottage St Ste D, Littleton, NH 03561 • United States

32C Whittier Hwy Unit 202C, Moltonborough, NH 03254 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Timepayment (Fortress Investment Group) Burlington MA 05/2016 12/2019
Unemployed Windham NH 12/2019 08/2020
Quirk Motor Group Manchester, Nh NH 03/2021 03/2021
Casey George- Northwestern Mutual Advisor Manchester NH 08/2020 08/2020
Motorcycles Of Manchester Manchester NH 09/2021 09/2021
Unemployed Manchester NH 03/2021 09/2021
People Ready Manchester NH 05/2022 09/2022
Caro Properties Nashua NH 09/2022 01/2024
Unemployed Windham NH 01/2024 05/2024
Community Services Financial Group Plymouth NH 05/2024 Present
Unemployed Windham NH 09/2021 05/2022
Unemployed Windham NH 08/2020 03/2021
Lpl Financial Llc Plymouth NH 07/2024 Present
Unemployed Derry NH 06/2001 Present
  • 05/2016 → 12/2019
    Timepayment (Fortress Investment Group)
    Burlington, MA
  • 12/2019 → 08/2020
    Unemployed
    Windham, NH
  • 03/2021 → 03/2021
    Quirk Motor Group
    Manchester, Nh, NH
  • 08/2020 → 08/2020
    Casey George- Northwestern Mutual Advisor
    Manchester, NH
  • 09/2021 → 09/2021
    Motorcycles Of Manchester
    Manchester, NH
  • 03/2021 → 09/2021
    Unemployed
    Manchester, NH
  • 05/2022 → 09/2022
    People Ready
    Manchester, NH
  • 09/2022 → 01/2024
    Caro Properties
    Nashua, NH
  • 01/2024 → 05/2024
    Unemployed
    Windham, NH
  • 05/2024 → Present
    Community Services Financial Group
    Plymouth, NH
  • 09/2021 → 05/2022
    Unemployed
    Windham, NH
  • 08/2020 → 03/2021
    Unemployed
    Windham, NH
  • 07/2024 → Present
    Lpl Financial Llc
    Plymouth, NH
  • 06/2001 → Present
    Unemployed
    Derry, NH
Previous Registrations
Other Businesses

1) 06/2024 - CFSG Wealth Management / DBA for LPL Business (entity for LPL business) - Investment related - At reported business location(s)

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2024-11-05
S63 Uniform Securities Agent State Law Examination 2007-10-23
  • S66 Uniform Combined State Law Examination
    2024-11-05
  • S63 Uniform Securities Agent State Law Examination
    2007-10-23
Other Names
  • Alan Marcelle
  • Alan Marcelle

View on SEC IAPD

Other Firms

CREATIVE FINANCIAL STRATEGIES, INC.
EDWARD JONES
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
CETERA INVESTMENT ADVISERS LLC
STATE FARM INVESTMENT MANAGEMENT CORP.
MILNE FINANCIAL PLANNING, INC.
STIFEL, NICOLAUS & COMPANY, INCORPORATED
OSAIC INSTITUTIONS, INC.

Other Investors

STEVEN WAYNE AIKEN
RANDALL ERNEST SAULNIER
KEVIN MICHAEL OBRIEN
Kim Russell Shillieto
Michael Green
Marc Christopher Prisco
JOSEPH CHRISTOPHER GALLANT
Ashley Claire Ball

Other Offices

CREATIVE FINANCIAL STRATEGIES, INC. · LITTLETON, NH
EDWARD JONES · LITTLETON, NH
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Littleton, NH
CETERA INVESTMENT ADVISERS LLC · LITTLETON, NH
STATE FARM INVESTMENT MANAGEMENT CORP. · Littleton, NH
LPL FINANCIAL LLC · LITTLETON, NH
EDWARD JONES · ST JOHNSBURY, VT
MILNE FINANCIAL PLANNING, INC. · SAINT JOHNSBURY, VT

More in Littleton, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor