Ethan Masterman, financial advisor Skowhegan ME
93 score

Ethan Masterman

CRD Number: 4513996
Current Firm: United Planners' Financial Services Of America A Limited Partner

Ethan Masterman (CRD# 4513996) is an Investment Advisor Representative working at United Planners' Financial Services Of America A Limited Partner in Skowhegan, ME and has over 11 years of experience in the finance industry.

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Company Name Location Dates Years
United Planners' Financial Services Of America Scottsdale, AZ Jun 2008 - Current 8
Masterman Agency Farmington, ME Apr 2000 - Current 16
Royal Alliance Associates, Inc. West Farmington, ME Mar 2007 - Jun 2008 1
United Securities Alliance Saco, ME Oct 2004 - Mar 2007 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 2005
S66 NASAA Uniform Combined State Law Examination May 2008
Contact Info for Ethan K. Masterman
Phone Number: 480-991-0225
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    1,806
    MILLIONS
  • Total Number of Accounts
    9,587
    ACCOUNTS
  • Average Account Value
    $188,339
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
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, 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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