Curtis Worcester (CRD# 7210487) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Bangor, ME and has over 3 years of experience in the finance industry.
CRD# 4190389
Raymond James Financial Services Advisors, Inc.
CRD# 2381832
Commonwealth Financial Network
CRD# 5736969
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidance Point Advisors, LLC | Bangor, ME | Feb 2021 - Current | 3 |
| Guidance Point Retirement Services, LLC | Bangor, ME | Jan 2021 - Current | 3 |
| Guidance Point Retirement Services, LLC | Bangor, ME | Mar 2019 - Current | 5 |
| The Advertising Specialists Of Maine | Bangor, ME | May 2017 - Mar 2019 | 1 |
| Northern Light Health (formerly Eastern Maine Healthcare System) | Brewer, ME | Jan 2017 - Apr 2017 | < 1 |
| Husson University | Bungor, ME | Sep 2014 - Dec 2016 | 2 |
| Guidance Point Retirement Services, LLC | Bangor, ME | Mar 2016 - Oct 2016 | < 1 |
| City Of Bangor | Bangor, ME | May 2014 - Mar 2016 | 1 |
| University Of Southern Maine | Portland, ME | Sep 2012 - May 2014 | 1 |
| Brewer School Department | Brewer, ME | Sep 2011 - May 2014 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2021 |
- ME
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$610,937
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, FL, MA, ME, NC, NH, NY, TX
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