Larry PelletierCRD Number: 5516933
Current Firm: Bigelow Investment Advisors, LLC
Larry Pelletier (CRD# 5516933) is an Investment Advisor Representative working at Bigelow Investment Advisors, LLC in Portland, ME 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.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Bigelow Investment Advisors||Portland, ME||Apr 2008 - Current||9|
|Td Banknorth Wealth Managment Group||Portland, ME||Dec 1994 - Apr 2008||13|
Total Assets Under Management188MILLIONS
Total Number of Accounts411ACCOUNTS
Average Account Value$458,009
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
MA, ME, NH, NY, VA
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