Brian Beaulieu, financial advisor Camden ME

Brian Beaulieu

CRD Number: 4214698
Current Firm: Commonwealth Financial Network

Brian Beaulieu (CRD# 4214698) is an Investment Advisor Representative working at Commonwealth Financial Network in Camden, ME and has over 23 years of experience in the finance industry.

Similar Advisors
Evelyn Blum, financial advisor Camden ME
Evelyn S. Blum
CRD# 5317004
Marshall Point Advisors LLC
Similar Advisors
Glenn Carlson, financial advisor Camden ME
Glenn T. Carlson
CRD# 5038503
Edward Jones
Similar Advisors
William Carr, financial advisor Camden ME
William T. Carr
CRD# 3242989
Apollon Wealth Management, LLC
Professional Designations
Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Mar 2012 - Current 12
Allen Financial Group Camden, ME Mar 2012 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2001
S65 NASAA Investment Advisors Law Examination Mar 2001
Contact Info for Brian T. Beaulieu
Phone Number: 781-736-0700
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    146,387
    MILLIONS
  • Total Number of Accounts
    585,629
    ACCOUNTS
  • Average Account Value
    $249,965
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

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

Ready to hire a financial advisor? Get competitive proposals from Brian Beaulieu and other advisors.
BADGES

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 of 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.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

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.