Main Street Advisors, LLC
Main Street Advisors, LLC (CRD# 121797) is a financial advisory firm headquartered in Westminster, MD. They manage $40,220,529 in 338 accounts and serve the financial needs of clients across 2 states (or territories).
Total Assets Under Management40MILLION
Total Number of Accounts338ACCOUNTS
Average Account Value$118,996
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
David Peloquin (CRD# 1423632) is an Investment Advisor Representative working at Main Street Advisors, LLC in Westminster, MD and has over 32 years of experience in the finance industry. David Peloquin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.