Craig Stevens, financial advisor Augusta ME

Craig Stevens

CRD Number: 5894600
Current Firm: Maine Center For Wealth Management, LLC

Craig Stevens (CRD# 5894600) is an Investment Advisor Representative working at Maine Center For Wealth Management, LLC in Augusta, ME and has over 12 years of experience in the finance industry.

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Company Name Location Dates Years
Maine Center For Wealth Management, LLC Augusta, ME Nov 2014 - Current 9
Maine Center For Wealth Management, LLC Augusta, ME Oct 2010 - Current 13
Stevens Law Offices, Pa Augusta, ME Jan 2001 - Current 23
Cadaret, Grant & Company, Inc. Augusta, ME Oct 2011 - Dec 2014 3
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2011
S65 NASAA Investment Advisors Law Examination Oct 2011
Contact Info for Craig A. Stevens
Phone Number: 207-622-7625
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    22
    MILLIONS
  • Total Number of Accounts
    66
    ACCOUNTS
  • Average Account Value
    $336,540
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States

ME

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