Andrea DubucCRD Number: 5059003
Current Firm: Ballentine Partners
Andrea Dubuc (CRD# 5059003) is an Investment Advisor Representative working at Ballentine Partners in Rochester, NH and has over 16 years of experience in the finance industry. Andrea Dubuc 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.
Legacy Financial Solutions, Inc.
Silver Maple Financial, LLC
Charter Oak Capital Management
|Ballentine Partners LLC||Rochester, NH||Jul 2021 - Current||< 1|
|Ballentine Partners, LLC||Wolfeboro, NH||Jan 2010 - Jun 2021||11|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Nov 2005|
Total Assets Under Management8,673MILLIONS
Total Number of Accounts4,673ACCOUNTS
Average Account Value$1,856,062
- 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
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IN, KY, LA, MA, MD, ME, MT, NC, NH, NJ, NY, OH, OK, PA, RI, TX, VA, WA
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