Guidance Point Advisors, LLC

Guidance Point Advisors, LLC (CRD# 148768) is a financial advisory firm headquartered in , . They manage $393,443,195 in 644 accounts and serve the financial needs of clients across 8 states (or territories).

Current Firm Details
https://www.facebook.com/guidancepointadvisors/
By the Numbers
  • Total Assets Under Management
    393
    MILLION
  • Total Number of Accounts
    644
    ACCOUNTS
  • Average Account Value
    $610,937
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
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
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CA, FL, MA, ME, NC, NH, NY, TX

Financial Advisors at Guidance Point Advisors, LLC
Showing 1 - 6 of 6 top financial advisors.
1
Christopher Del Col, financial advisor Wellesley MA
Christopher R. Del Col
CRD#: 1894240
Wellesley, MA

Christopher Del Col (CRD# 1894240) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Wellesley, MA and has over 35 years of experience in the finance industry.

2
Wesley Delcol, financial advisor Wellesley MA
Wesley A. Delcol
CRD#: 2979272
Wellesley, MA

Wesley Delcol (CRD# 2979272) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Wellesley, MA and has over 19 years of experience in the finance industry.

3
Larry Pelletier, financial advisor New Bern NC
Larry D. Pelletier
CRD#: 5516933
New Bern, NC

Larry Pelletier (CRD# 5516933) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in New Bern, NC and has 1 year of experience in the finance industry.

4
Benjamin Smith, financial advisor Wellesley MA
Benjamin J. Smith
CRD#: 6027765
Wellesley, MA

Benjamin Smith (CRD# 6027765) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Wellesley, MA and has 1 year of experience in the finance industry.

5
Andrew Walker, financial advisor Wellesley MA
Andrew J. Walker
CRD#: 3185396
Wellesley, MA

Andrew Walker (CRD# 3185396) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Wellesley, MA and has over 22 years of experience in the finance industry.

6
Curtis Worcester, financial advisor Bangor ME
Curtis J. Worcester
CRD#: 7210487
108 State Street, Bangor, ME 04401

Curtis Worcester (CRD# 7210487) is an Investment Advisor Representative working at Guidance Point Advisors, LLC in Bangor, ME and has over 3 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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