Bradley Berthiaume, financial advisor Presque Isle ME
93 score

Bradley Berthiaume

CRD Number: 4475168
Current Firm: Cetera Investment Advisers LLC

Bradley Berthiaume (CRD# 4475168) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Presque Isle, ME and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
Cetera Investment Advisers LLC Presque Isle, ME Jan 2014 - Current 2
Cetera Investment Services LLC St. Cloud, MN Apr 2009 - Current 7
Katahdin Financial Services Presque Isle, ME Sep 2007 - Current 9
Uvest Financial Services Group, Inc. Presque Isle, ME Sep 2007 - Apr 2009 1
Bancnorth Investment Group, Inc. St. Cloud, MN Jan 2005 - Sep 2007 2
Td Banknorth Presque Isle, ME Jul 2002 - Sep 2007 5
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jan 2002
Contact Info for Bradley A. Berthiaume
Phone Number: 888-528-2987
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    7,010
    MILLIONS
  • Total Number of Accounts
    26,660
    ACCOUNTS
  • Average Account Value
    $262,943
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • 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)
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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