Alterity Financial Group, LLC

Alterity Financial Group, LLC (CRD# 153534) is a financial advisory firm headquartered in Bangor, ME. They manage $99,187,228 in 231 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    99
    MILLION
  • Total Number of Accounts
    231
    ACCOUNTS
  • Average Account Value
    $429,382
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 18 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 18 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 9 years of experience in the finance industry.

4
Lowrie B. Sargent
CRD#: 6164020
21 Main Street, Suite 201, Bangor, ME 04401
93
Wealthminder
score

Lowrie Sargent (CRD# 6164020) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 5 years of experience in the finance industry.

5
Thomas L. Saunders
CRD#: 5889692
21 Main Street, Suite 201, Bangor, ME 04401
90
Wealthminder
score

Thomas Saunders (CRD# 5889692) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 4 years of experience in the finance industry.

6
Colin J. Temple
CRD#: 6253257
21 Main Street, Suite 201, Bangor, ME 04401
90
Wealthminder
score

Colin Temple (CRD# 6253257) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 4 years of experience in the finance industry.

7
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 9 years of experience in the finance industry.

8
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 7 years of experience in the finance industry.

9
Justin P. Elliott
CRD#: 5908126
21 Main Street, Suite 201, Bangor, ME 04401
76
Wealthminder
score

Justin Elliott (CRD# 5908126) is an Investment Advisor Representative working at Alterity Financial Group, LLC in Bangor, ME and has over 5 years of experience in the finance industry. Justin Elliott has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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