Blue Point Financial, Inc.
Blue Point Financial, Inc. (CRD# 299688) is a financial advisory firm headquartered in Scarborough, ME. They manage $100,783,613 in 211 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
By the Numbers
-
Total Assets Under Management101MILLION
-
Total Number of Accounts211ACCOUNTS
-
Average Account Value$477,647
Compensation Options
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
FL, ME, TX
Financial Advisors at Blue Point Financial, Inc.
1
Justin Beauregard (CRD# 5746313) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 14 years of experience in the finance industry.
2
Timothy O'halloran (CRD# 2268191) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 20 years of experience in the finance industry.
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