Rm Financial Services, LLC

Rm Financial Services, LLC (CRD# 304297) is a financial advisory firm headquartered in Falmouth, ME. They manage $207,785,037 in 934 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
362 Us Route One, Falmouth, ME 04105
http://www.rmfsllc.com
By the Numbers
  • Total Assets Under Management
    208
    MILLION
  • Total Number of Accounts
    934
    ACCOUNTS
  • Average Account Value
    $222,468
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, VA

Financial Advisors at Rm Financial Services, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Aaron Rugh, financial advisor Falmouth ME
Aaron P. Rugh
CRD#: 2364853
362 Us Route One, Falmouth, ME 04105

Aaron Rugh (CRD# 2364853) is an Investment Advisor Representative working at Rm Financial Services, LLC in Falmouth, ME and has over 30 years of experience in the finance industry.

2
Mark Macleod, financial advisor Falmouth ME
Mark L. Macleod
CRD#: 3150711
362 Us Route One, Falmouth, ME 04105

Mark Macleod (CRD# 3150711) is an Investment Advisor Representative working at Rm Financial Services, LLC in Falmouth, ME and has over 25 years of experience in the finance industry.

3
Cayla Moore, financial advisor Falmouth ME
Cayla J. Moore
CRD#: 6391366
362 Us Route One, Falmouth, ME 04105

Cayla Moore (CRD# 6391366) is an Investment Advisor Representative working at Rm Financial Services, LLC in Falmouth, 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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