Joel Ouellette, financial advisor Falmouth ME

Joel Ouellette

CRD Number: 6972841
Current Firm: Commonwealth Financial Network

Joel Ouellette (CRD# 6972841) is an Investment Advisor Representative working at Commonwealth Financial Network in Falmouth, ME and has over 5 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Jun 2018 - Current 6
Back Cove Financial Falmouth, ME Jun 2018 - Mar 2019 < 1
Rogue Industries Standish, ME Feb 2015 - May 2018 3
Council On International Educational Exchange Portland, ME Jun 2011 - Feb 2015 3
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2019
Contact Info for Joel G. Ouellette
Phone Number: 781-736-0700
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    177,032
    MILLIONS
  • Total Number of Accounts
    623,075
    ACCOUNTS
  • Average Account Value
    $284,126
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

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