Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 14 years of experience in the finance industry. Craig Joncas has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Penobscot Wealth Management D/b/a Penobscot Financial Advisors | Portland, ME | Sep 2008 - Current | 15 |
| Mid Atlantic Capital Corporation | Portland, ME | Apr 2014 - Sep 2017 | 3 |
| Mid Atlantic Financial Management, Inc. | Portland, ME | Apr 2014 - Sep 2017 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2009 |
- ME
- TX
-
Total Assets Under Management405MILLIONS
-
Total Number of Accounts2,260ACCOUNTS
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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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