Brenda Clements, financial advisor Cumberland Center ME
93 score

Brenda Clements

CRD Number: 4613248
Current Firm: Icma Retirement Corp

Brenda Clements (CRD# 4613248) is an Investment Advisor Representative working at Icma Retirement Corp in Cumberland Center, ME and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Icma-rc Services Washington, DC Nov 2015 - Current 1
Guidance Point Advisors, LLC Bangor, ME Mar 2012 - Nov 2015 3
Guidance Point Retirement Services, LLC Bangor, ME Mar 2012 - Nov 2015 3
Linsco Private Ledger Bangor, ME Aug 2006 - Mar 2012 5
Acadia Trust, N.a. Bangor, ME Aug 2006 - Mar 2012 5
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jun 2012
S63 Uniform Securities State Law Examination Jun 2016
Contact Info for Brenda F. Clements
Phone Number: 202-962-4600
Firm Website: http://www.icmarc.org
Registered State(s):
  • ME
  • NH
By the Numbers
  • Total Assets Under Management
    31,797
    MILLIONS
  • Total Number of Accounts
    53
    ACCOUNTS
  • Average Account Value
    $599,952,595
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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