Justin Beauregard, financial advisor Scarborough ME

Justin Beauregard

CRD Number: 5746313
Current Firm: Blue Point Financial, Inc.

Justin Beauregard (CRD# 5746313) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 14 years of experience in the finance industry. Justin Beauregard 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.

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Professional Designations
Company Name Location Dates Years
Triad Advisors Norcross, GA Jun 2019 - Current 4
Blue Point Financial, Inc. Scarborough, ME Jan 2018 - Current 6
Equity Services, Inc. Montpelier, VT Jan 2010 - Jun 2019 9
National Life Group Montpelier, VT Oct 2009 - Jun 2019 9
Blue Point Financial Scarborough, ME Oct 2009 - Jan 2018 8
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2010
S65 NASAA Investment Advisors Law Examination Jun 2011
Contact Info for Justin T. Beauregard
Phone Number: 207-883-2009
Registered State(s):
  • FL
  • ME
  • TX
By the Numbers
  • Total Assets Under Management
    83
    MILLIONS
  • Total Number of Accounts
    417
    ACCOUNTS
  • Average Account Value
    $198,493
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

FL, ME, TX

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