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).

By the Numbers
  • Total Assets Under Management
    64
    MILLION
  • Total Number of Accounts
    8
    ACCOUNTS
  • 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
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
Showing 1 - 1 of 1 top financial advisors.
1
Debra A. Levine
CRD#: 1551167
136 Commercial Street, Suite 301, Portland, ME 04101

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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