Guidance Point Retirement Services, LLC

Guidance Point Retirement Services, LLC (CRD# 161000) is a financial advisory firm headquartered in Portland, ME. They manage $51,173,346 in 7 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    51
    MILLION
  • Total Number of Accounts
    7
    ACCOUNTS
  • Average Account Value
    $7,310,478
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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.

MA, ME, NH

Financial Advisors at Guidance Point Retirement Services, LLC
Showing 1 - 1 of 1 top financial advisors.
1
Debra A. Levine
CRD#: 1551167
121 Middle Street, Suite 403, Portland, ME 04101
93
Wealthminder
score

Debra Levine (CRD# 1551167) is an Investment Advisor Representative working at Guidance Point Retirement Services, LLC in Portland, ME and has over 20 years of experience in the finance industry.

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