Jeffrey Soules, financial advisor Cumberland Foreside ME
89 score

Jeffrey Soules

CRD Number: 6024310
Current Firm: Commonwealth Financial Network

Jeffrey Soules (CRD# 6024310) is an Investment Advisor Representative working at Commonwealth Financial Network in Cumberland Foreside, ME and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Nov 2013 - Current 3
Norton Financial Services Cumberland Foreside, ME Feb 2012 - Current 4
Norton Insurance Agency Cumberland Foreside, ME Nov 2011 - Jan 2012 < 1
University Of Southern Maine Portland, ME Sep 2007 - Dec 2011 4
Norton Insurance & Financial Services Cumberland Foreside, ME Jun 2011 - Aug 2011 < 1
Bayley's Lobster Pound Scarborough, ME Jul 2003 - Dec 2010 7
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2014
Contact Info for Jeffrey Soules
Phone Number: 781-736-0700
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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)
  • 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

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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