Paul Coston (CRD# 3132472) is an Investment Advisor Representative working at Coston And Mcisaac Investment Advisers, LLC in Bar Harbor, ME and has over 24 years of experience in the finance industry. Paul Coston 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# 6194945
Coston, Mcisaac & Shea Financial Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Coston, Mcisaac , And Partners, Inc. | Bar Harbor, ME | Mar 2015 - Current | 9 |
| Coston And Mcisaac Investment Adviser, LLC | Bar Harbor, ME | Jan 2001 - Current | 23 |
| Coston & Mcisaac, Cpa's | Bar Harbor, ME | Jul 1987 - Current | 36 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1999 |
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
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Total Assets Under Management0MILLIONS
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Total Number of Accounts0ACCOUNTS
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Average Account Value$0
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ME
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