Alterity Financial Group, LLC

Alterity Financial Group, LLC (CRD# 153534) is a financial advisory firm headquartered in Bangor, ME. They manage $124,876,926 in 219 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    125
    MILLION
  • Total Number of Accounts
    219
    ACCOUNTS
  • Average Account Value
    $570,214
Compensation Options
  • A percentage of assets under your management
  • 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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, VT

Financial Advisors at Alterity Financial Group, LLC
Showing 1 - 9 of 9 top financial advisors.
1
Jeffrey M. Chapman
CRD#: 4118941
21 Main Street, Suite 201, Bangor, ME 04401
93
Wealthminder
score

Jeffrey Chapman (CRD# 4118941) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 16 years of experience in the finance industry.

2
Janice L. Grindle
CRD#: 2796211
21 Main Street, Suite 201, Bangor, ME 04401
93
Wealthminder
score

Janice Grindle (CRD# 2796211) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 17 years of experience in the finance industry.

3
David A. Krech
CRD#: 275272
21 Main Street, Suite 201, Bangor, ME 04401
93
Wealthminder
score

David Krech (CRD# 275272) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 8 years of experience in the finance industry.

4
Maxine S. Rosen
CRD#: 5497791
4830 West Kennedy Blvd., Suite 600, Tampa, FL 33609
93
Wealthminder
score

Maxine Rosen (CRD# 5497791) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Tampa, FL and has over 6 years of experience in the finance industry.

5
Lowrie B. Sargent
CRD#: 6164020
21 Main Street, Suite 201, Bangor, ME 04401
90
Wealthminder
score

Lowrie Sargent (CRD# 6164020) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 3 years of experience in the finance industry.

6
Thomas L. Saunders
CRD#: 5889692
21 Main Street, Suite 201, Bangor, ME 04401
89
Wealthminder
score

Thomas Saunders (CRD# 5889692) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 3 years of experience in the finance industry.

7
Colin J. Temple
CRD#: 6253257
21 Main Street, Suite 201, Bangor, ME 04401
89
Wealthminder
score

Colin Temple (CRD# 6253257) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 3 years of experience in the finance industry.

8
Christopher R. Marshall
CRD#: 5610215
21 Main Street, Suite 201, Bangor, ME 04401
81
Wealthminder
score

Christopher Marshall (CRD# 5610215) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 7 years of experience in the finance industry.

9
Pamela K. Price
CRD#: 2271023
4830 West Kennedy Blvd., Suite 600, Tampa, FL 33609
81
Wealthminder
score

Pamela Price (CRD# 2271023) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Tampa, FL and has over 5 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.