Guidance Point Retirement Services, LLC
Guidance Point Retirement Services, LLC (CRD# 161000) is a financial advisory firm headquartered in Portland, ME. They manage $64,263,884 in 8 accounts and serve the financial needs of clients across 5 states (or territories).
Current Firm Details
Guidance Point Retirement Services, LLC
By the Numbers
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Total Assets Under Management64MILLION
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Total Number of Accounts8ACCOUNTS
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Average Account Value$8,032,986
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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CA, CT, MA, ME, NH
Financial Advisors at Guidance Point Retirement Services, LLC
1
Debra Levine (CRD# 1551167) is an Investment Advisor Representative working at Guidance Point Retirement Services, LLC in Portland, ME and has over 28 years of experience in the finance industry.
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