Patricia Pottle (CRD# 5253399) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 17 years of experience in the finance industry.
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 Partners, Inc. | Bar Harbor, ME | Jun 2015 - Current | 8 |
| Coston And Mcisaac Cpa's | Bar Harbor, ME | Jan 2007 - Current | 17 |
| Coston And Mcisaac Investment Advisers, LLC | Bar Harbor, ME | Jan 2007 - Current | 17 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2007 |
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.
Get Details on the FINRA Advisor Check site- ME
-
Total Assets Under Management0MILLIONS
-
Total Number of Accounts0ACCOUNTS
-
Average Account Value$0
- Other
- Other
ME
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.