Blue Point Financial, Inc.

Blue Point Financial, Inc. (CRD# 299688) is a financial advisory firm headquartered in Scarborough, ME. They manage $100,783,613 in 211 accounts and serve the financial needs of clients across 3 states (or territories).

Current Firm Details
243 Us-1, Scarborough, ME 04074
https://www.linkedin.com/in/justin-beauregard-2229aa11/
By the Numbers
  • Total Assets Under Management
    101
    MILLION
  • Total Number of Accounts
    211
    ACCOUNTS
  • Average Account Value
    $477,647
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, ME, TX

Financial Advisors at Blue Point Financial, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Justin Beauregard, financial advisor Scarborough ME
Justin T. Beauregard
CRD#: 5746313
243 Us-1, Scarborough, ME 04074

Justin Beauregard (CRD# 5746313) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 14 years of experience in the finance industry.

2
Timothy O'halloran, financial advisor Scarborough ME
Timothy A. O'halloran
CRD#: 2268191
243 Us-1, Scarborough, ME 04074

Timothy O'halloran (CRD# 2268191) is an Investment Advisor Representative working at Blue Point Financial, Inc. in Scarborough, ME and has over 20 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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