Claude Perrier (CRD# 4557418) is an Investment Advisor Representative working at Harpswell Capital Advisors, LLC in New Gloucester, ME and has over 23 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 5157367
Lpl Financial LLC
CRD# 2883211
R M Davis Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ctc Consulting, LLC | Boston, MA | Mar 2008 - Dec 2015 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2000 |
- ME
-
Total Assets Under Management446MILLIONS
-
Total Number of Accounts56ACCOUNTS
-
Average Account Value$7,967,585
- A percentage of assets under your management
- 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)
- Publication of periodicals or newsletters
- Educational seminars/workshops
ME
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