Alan Widor, financial advisor Westbrook ME
93 score

Alan Widor

CRD Number: 1211239
Current Firm: Commonwealth Financial Network

Alan Widor (CRD# 1211239) is an Investment Advisor Representative working at Commonwealth Financial Network in Westbrook, ME and has over 21 years of experience in the finance industry.

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Company Name Location Dates Years
Commonwealth Financial Network Waltham, MA Dec 1999 - Current 17
Self-employed Insurance Agent/broker Westbrook, ME Feb 1982 - Current 34
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1995
S66 NASAA Uniform Combined State Law Examination Sep 2002
Contact Info for Alan J. Widor
Phone Number: 781-736-0700
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    52,073
    MILLIONS
  • Total Number of Accounts
    229,200
    ACCOUNTS
  • Average Account Value
    $227,194
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
  • 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
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, PR, 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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