Ryan Willette (CRD# 5056955) is an Investment Advisor Representative working at Coston, Mcisaac & Shea Financial Advisors in Bar Harbor, ME and has over 18 years of experience in the finance industry. Ryan Willette has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 4749839
Principal Securities, Inc.
CRD# 3203255
Commonwealth Financial Network
CRD# 3132472
Coston And Mcisaac Investment Advisers, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coston, Mcisaac And Shea Fa | Bar Harbor, ME | Jan 2021 - Current | 3 |
| Little Flower Farm | Surry, ME | Jun 2020 - Dec 2020 | < 1 |
| Means Wealth Management | Bangor, ME | Jun 2015 - May 2020 | 4 |
| Unemployed | Southwest Harbor, ME | Jan 2015 - Jun 2015 | < 1 |
| Wells Fargo Advisors, LLC | Boston, MA | Nov 2013 - Jan 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 2005 |
| S65 | NASAA Investment Advisors Law Examination | Mar 2008 |
- ME
-
Total Assets Under Management344MILLIONS
-
Total Number of Accounts1,445ACCOUNTS
-
Average Account Value$237,899
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
MA, ME
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