Larry Pelletier (CRD# 5516933) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry. Larry Pelletier 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# 6700701
Credit Union Investment Services
CRD# 2515067
Edward Jones
CRD# 5267818
First Citizens Investor Services, Inc.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidance Point Advisors, LLC | Wellesley, MA | Apr 2017 - Current | 7 |
| Guidance Point Retirement Services, LLC | Boston, MA | Jan 2018 - Feb 2018 | < 1 |
| Retired | New Bern, NC | Dec 2016 - Apr 2017 | < 1 |
| Bigelow Investment Advisors, LLC | Portland, ME | Apr 2008 - Dec 2016 | 8 |
- ME
- NC
-
Total Assets Under Management393MILLIONS
-
Total Number of Accounts644ACCOUNTS
-
Average Account Value$610,937
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CA, FL, MA, ME, NC, NH, NY, TX
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