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).
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Total Assets Under Management45MILLION
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Total Number of Accounts407ACCOUNTS
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Average Account Value$111,201
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Publication of periodicals or newsletters
FL, MA, ME, NH, OH, TX
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.
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.
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.
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.