Colby Mank (CRD# 7604867) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penobscot Financial Advisors | Portland, ME | Jan 2023 - Current | 1 |
| Thomas College | Waterville, ME | Sep 2020 - Dec 2022 | 2 |
| Allen Insurance And Financial | Camden, ME | Jun 2022 - Aug 2022 | < 1 |
| Firehouse Subs | Waterville, ME | Dec 2021 - Apr 2022 | < 1 |
| Med-o-lark Summer Camp | Washington, ME | Jun 2018 - Aug 2021 | 3 |
| Cappza's Pizza | Waterville, ME | Oct 2020 - Feb 2021 | < 1 |
| Chris Packard Excavation | Washington, ME | Mar 2020 - Aug 2020 | < 1 |
| Full Time Student | Waldoboro, ME | Sep 2012 - Jun 2020 | 7 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jul 2023 |
- ME
-
Total Assets Under Management405MILLIONS
-
Total Number of Accounts2,260ACCOUNTS
-
Average Account Value$179,183
- 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
- Pension consulting services
- Educational seminars/workshops
AZ, CA, CT, FL, MA, ME, NH, NY, TX, VT
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