Michelle Black (CRD# 7887594) is an Investment Advisor Representative working at J.m. Arbour, LLC in Gardiner, ME and has 1 year of experience in the finance industry.
CRD# 5157367
Lpl Financial LLC
CRD# 2029066
Osaic Wealth, Inc.
CRD# 5332031
J.m. Arbour, LLC
Company Name | Location | Dates | Years |
---|---|---|---|
J.m. Arbour, LLC | Gardiner, ME | Mar 2024 - Current | < 1 |
Schulz & Lyman Turnkey Services | Winthrop, ME | Feb 2024 - Mar 2024 | < 1 |
Kennebec Savings Bank | Augusta, ME | Apr 2018 - Dec 2023 | 5 |
First National Bank | Damariscotta, ME | Aug 2016 - Apr 2018 | 1 |
Tompkins Trust Company | Ithaca, NY | Mar 2011 - Aug 2016 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S65 | NASAA Investment Advisors Law Examination | Mar 2024 |
- ME
-
Total Assets Under Management116MILLIONS
-
Total Number of Accounts1,129ACCOUNTS
-
Average Account Value$103,171
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
AZ, ME, NH, TX
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