Mary Rodrigue (CRD# 2717819) is an Investment Advisor Representative working at Kirkwood Private, LLC in Scarborough, ME and has over 28 years of experience in the finance industry.
CRD# 6528663
Ubs Financial Services Inc.
CRD# 2883211
R M Davis Inc.
CRD# 4862526
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Kirkwood Private, LLC | Scarborough, ME | Jan 2006 - Current | 18 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Feb 1996 |
- ME
- MA
-
Total Assets Under Management39MILLIONS
-
Total Number of Accounts40ACCOUNTS
-
Average Account Value$976,312
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MA, ME
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