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Bradley Allen Berthiaume

Advisor at Cetera — Houlton, ME

Updated today

Credentials

Series 66

Experience

24 years

Location

Houlton, ME 04730

Cetera logo

Cetera

Institution

Total advisors

10,171

Across 5,095 offices

Clients per advisor

79 Low

Avg AUM per client

$306,089 Low

HNW client ratio

10% Low

About

Bradley Berthiaume is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has been with Cetera and its affiliated entities since 2009 and also operates family investment ventures as a 50% owner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.

Client services

Based on Cetera

Financial planning Portfolio management Pension consulting Selection of other advisers Educational seminars or workshops

Expertise

Based on Cetera

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy

Occupation focus

Based on Cetera

Founder/Business Owner Executive

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Fee options

Fixed

Flat fees may be charged for financial planning and consulting services as negotiated with advisor.

Percentage

$0 - $250,000: up to 2.90% $250,001 - $500,000: up to 2.90% $500,001 - $1,000,000: up to 2.70% $1,000,001 - $2,000,000: up to 2.00% $2,000,001+: up to 1.50%

Commissions

Advisors may be registered representatives and licensed insurance agents earning commissions on securities and insurance products.

Project-based

Consulting and financial planning services may be charged on an hourly rate basis, ranges not specifically stated.

Other

Account minimum: $5,000 Fee-only: Flat fees for financial planning and consulting services; hourly fees for financial planning and consulting according to client agreement; fees negotiated with advisor.

Location

See office

Houlton, ME

65 North Street

Houlton ME 04730

Advisors at this office

2

Most active in

Maine · Texas

Work history

24 years of industry experience

Cetera

2014 - Present • 12 years

Houlton, ME

Cetera Investment Services Llc

2009 - Present • 17 years

St. Cloud, MN

Katahdin Financial Services

2007 - Present • 19 years

Houlton, ME

Cetera Investment Services Llc

2002 - 2007 • 5 years

Presque Isle, ME

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

user avatar

Lynette M

Series 66

Houlton, ME

LPL Financial

Lynette Mclaughlin is a financial advisor at LPL Financial with 25 years of industry experience. She holds the Series 66 designation and has previously worked at Lincoln Financial Securities, Voya Financial Advisors, Inc., and Ameriprise. Outside of advisory work, she is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with non-advisory financial products and partnerships.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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Adam B

Series 63, Series 65

Houlton, ME

Cetera

Adam Bither is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its related entities since 2011. Outside of his advisory work, he serves as a firefighter for the town of Linneus, Maine, and is a member of the Houlton Lodge of Elks and the Presque Isle Rotary Club. Cetera Investment Advisers LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing assets exceeding $256 billion.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Business exit / sale strategy Founder/Business Owner Executive
user avatar

Melissa S

Series 66

Houlton, ME

LPL Financial

Melissa Sylvia is a financial advisor with LPL Financial based in Houlton, ME, holding a Series 66 designation and three years of industry experience. She previously worked at Machias Savings Bank for six years and has been associated with Sage Financial since 2022. Outside of her advisory role, she is a notary public in Houlton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and substantial operational resources.

Wealth management Retirement income strategy College savings (529s, UTMA, etc.) Tax-loss harvesting Annuities Retired Founder/Business Owner Executive
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