Claude Perrier, financial advisor New Gloucester ME
93 score

Claude Perrier

CRD Number: 4557418
Current Firm: Ctc Mycfo, LLC

Claude Perrier (CRD# 4557418) is an Investment Advisor Representative working at Ctc Mycfo, LLC in New Gloucester, ME and has over 16 years of experience in the finance industry.

Similar Advisors
Scott Mazuzan, financial advisor New Gloucester ME
Scott N. Mazuzan
CRD# 5834757
F L Putnam Investment Management Company
Score
103
Similar Advisors
Eric Simonds, financial advisor New Gloucester ME
Eric J. Simonds
CRD# 6153498
Saltwater Harbor Financial LLC
Score
103
Similar Advisors
Marc Pellerin, financial advisor New Gloucester ME
Marc A. Pellerin
CRD# 872584
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Score
98
Company Name Location Dates Years
Ctc Consulting, LLC Boston, MA Mar 2008 - Dec 2015 7
Ctc Consulting, Inc. Boston, MA Sep 2005 - Mar 2008 2
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Jul 2000
Contact Info for Claude R. Perrier
By the Numbers
  • Total Assets Under Management
    11,329
    MILLIONS
  • Total Number of Accounts
    2,107
    ACCOUNTS
  • Average Account Value
    $5,376,775
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 investment companies (as well as "business development companies")
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AZ, CA, CO, CT, FL, GA, IL, MA, MN, NH, NY, OR, SD, TX, WA

Ready to hire a financial advisor? Get competitive proposals from Claude Perrier and other advisors.
BADGES
93
Verified Page
Data verified by both the advisor and the public regulatory data.
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.