Wendy Cloutier (CRD# 5978137) is an Investment Advisor Representative working at Primerica Advisors in Biddeford, ME and has over 12 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Portsmouth Christian Academy | Dover, NH | Sep 2015 - Current | 8 |
| Pfs Investments Inc. | Biddeford, ME | Sep 2011 - Current | 12 |
| Primerica Financial Services | Biddeford, ME | Mar 2011 - Current | 13 |
| Sau 56 | Somersworth, NH | Jan 2007 - Oct 2023 | 16 |
| Cafe Services | Londonderry, WI | Feb 2019 - Feb 2019 | < 1 |
| National Employment | Portsmouth, NH | Nov 2014 - Dec 2015 | 1 |
| Home Instead | Ports Mouth, NH | Dec 2012 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2011 |
| S65 | NASAA Investment Advisors Law Examination | May 2019 |
- ME
-
Total Assets Under Management8,462MILLIONS
-
Total Number of Accounts59,808ACCOUNTS
-
Average Account Value$141,486
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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