Christopher Beaulieu (CRD# 6805911) is an Investment Advisor Representative working at Commonwealth Financial Network in Waterville, ME and has 1 year of experience in the finance industry.
CRD# 5332031
J.m. Arbour, LLC
CRD# 1864436
Lpl Financial LLC
CRD# 4098174
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Allen Financial | Waterville, ME | Jun 2022 - Current | 1 |
| Allen Financial | Waterville, ME | May 2017 - Jun 2022 | 5 |
| Mathews Brothers | Belfast, ME | May 2015 - May 2017 | 2 |
| Kids Peace | Ellsworth, ME | Aug 2012 - May 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | May 2022 |
- ME
-
Total Assets Under Management177,032MILLIONS
-
Total Number of Accounts623,075ACCOUNTS
-
Average Account Value$284,126
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- 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)
- Publication of periodicals or newsletters
- 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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