Salem Advisory Group LLC

Salem Advisory Group LLC (CRD# 145697) is a financial advisory firm headquartered in Wells, ME. They manage $45,258,656 in 407 accounts and serve the financial needs of clients across 6 states (or territories).

By the Numbers
  • Total Assets Under Management
    45
    MILLION
  • Total Number of Accounts
    407
    ACCOUNTS
  • Average Account Value
    $111,201
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, OH, TX

Financial Advisors at Salem Advisory Group LLC
Showing 1 - 4 of 4 top financial advisors.
1
Warren G. Berger
CRD#: 1003007
1332 Post Road, Suite 2a, Wells, ME 04090

Warren Berger (CRD# 1003007) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 17 years of experience in the finance industry.

2
Peter C. Bishop
CRD#: 1995038
1332 Post Road, Suite 2a, Wells, ME 04090

Peter Bishop (CRD# 1995038) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 34 years of experience in the finance industry.

3
Kevin J. Colley
CRD#: 2625968
1332 Post Road, Suite 2a, Wells, ME 04090

Kevin Colley (CRD# 2625968) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 28 years of experience in the finance industry. Kevin Colley 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.

4
William O. Rispoli
CRD#: 6574656
1332 Post Road, Suite 2a, Wells, ME 04090

William Rispoli (CRD# 6574656) is an Investment Advisor Representative working at Salem Advisory Group LLC in Wells, ME and has over 8 years of experience in the finance industry.

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