Judith McDonald (CRD# 4917748) is an Investment Advisor Representative working at Cetera Investment Advisers LLC in Damariscotta, ME and has over 17 years of experience in the finance industry.
CRD# 5332031
J.m. Arbour, LLC
CRD# 4214698
Commonwealth Financial Network
CRD# 5317004
Marshall Point Advisors LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| First National Bank | Damariscotta, ME | Jan 2018 - Current | 6 |
| Cetera Investment Advisers LLC | Damariscotta, ME | Jan 2014 - Current | 10 |
| Cetera Investment Services | St. Cloud, MN | Mar 2010 - Current | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Apr 2007 |
- ME
-
Total Assets Under Management104,469MILLIONS
-
Total Number of Accounts423,554ACCOUNTS
-
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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