Norman Levesque, financial advisor Portland ME

Norman Levesque

CRD Number: 5099084
Current Firm: Wealthshield Partners, LLC

Norman Levesque (CRD# 5099084) is an Investment Advisor Representative working at Wealthshield Partners, LLC in Portland, ME and has over 16 years of experience in the finance industry.

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Company Name Location Dates Years
Wealthshield Partners, LLC Portland, ME Dec 2021 - Current < 1
Harborview Advisors, LLC Portland, ME Sep 2014 - Dec 2021 7
Cantella And Company, Inc. Boston, MA Mar 2012 - Sep 2014 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 2006
S65 NASAA Investment Advisors Law Examination May 2006
Contact Info for Norman H. Levesque
Phone Number: 919-948-4453
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    914
    MILLIONS
  • Total Number of Accounts
    1,330
    ACCOUNTS
  • Average Account Value
    $686,873
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AR, CA, CO, CT, DE, FL, GA, HI, IL, IN, KS, LA, MA, MD, ME, MI, NC, NE, NH, NJ, NY, OH, OR, PA, SC, TN, TX, VA, VI, VT, WA, WV

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