Rick Creteau (CRD# 6286185) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Rochester, NH and has over 2 years of experience in the finance industry.
CRD# 1350047
Legacy Financial Solutions, Inc.
CRD# 5324751
Silver Maple Financial, LLC
CRD# 2072909
Charter Oak Capital Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Cetera Investment Advisers LLC | Schaumburg, IL | Jun 2023 - Current | < 1 |
| Cetera Advisor Networks LLC | El Segundo, CA | Sep 2021 - Current | 2 |
| Chl & Associates | Rochester, NH | Jul 2021 - Current | 2 |
| Cartelli's North End | Dover, NH | Oct 2020 - Sep 2021 | < 1 |
| Granite Steak And Grille | Rochester, NH | Jan 2021 - Jun 2021 | < 1 |
| Atlas Memorial Inc. | Portsmouth, NH | May 2020 - Apr 2021 | < 1 |
| Business Department Of Cop, University Of Rhode Island | Kingston, RI | Sep 2017 - May 2020 | 2 |
| University Of Rhode Island | Kingston, RI | Sep 2016 - May 2020 | 3 |
| Northeast Credit Union | Portsmouth, NH | May 2019 - Sep 2019 | < 1 |
| Rochester Country Club | Rochester, NH | May 2018 - Sep 2018 | < 1 |
| Rochester Country Club | Rochester, NH | May 2017 - Sep 2017 | < 1 |
| Rochester Country Club | Rochester, NH | Jun 2016 - Sep 2016 | < 1 |
| Rochester Community Center | Rochester, NH | Jun 2015 - Aug 2016 | 1 |
| Spaulding High School | Rochester, NH | May 2011 - Sep 2015 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- NH
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Total Assets Under Management104,469MILLIONS
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Total Number of Accounts423,554ACCOUNTS
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Average Account Value$246,648
- 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, WY
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