James Letteney (CRD# 6264938) is an Investment Advisor Representative working at Letteney Financial Advisory, LLC in Waldoboro, ME and has over 10 years of experience in the finance industry.
CRD# 4517189
Apollon Wealth Management, LLC
CRD# 5332031
J.m. Arbour, LLC
CRD# 4214698
Commonwealth Financial Network
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Ups | Rockland, ME | Sep 2019 - Current | 4 |
| Disc Master Dj Services | Waldoboro, ME | Sep 1998 - Current | 25 |
| Usps | Scarborough, ME | Mar 2019 - Sep 2019 | < 1 |
| Maine Advisory Associates, Inc. | New Sharon, ME | Oct 2013 - Nov 2018 | 5 |
| Cadaret, Grant & Company, Inc. | New Sharon, ME | Oct 2013 - Dec 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | May 2014 |
| S63 | Uniform Securities State Law Examination | Apr 2014 |
- ME
-
Total Assets Under Management1MILLIONS
-
Total Number of Accounts35ACCOUNTS
-
Average Account Value$39,834
- 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
ME
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