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 17 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
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 7 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 4 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 4 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 4 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 8 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 6 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.