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Bradley Berthiaume

Advisor at Cetera

Updated today

Location

Houlton, ME 04730

Credentials

Series 66

Industry experience

24 years

About

Bradley Berthiaume is a financial advisor with Cetera, holding a Series 66 designation and bringing 23 years of industry experience. He has been with Cetera and its affiliated entities since 2009 and is also associated with Katahdin Financial Services. Outside of his advisory work, he is a 50% owner of family investment ventures including Evergreen Velocity LP and RS Maple Ridge LLC. Cetera Investment Advisers serves a diverse client base including individuals, high-net-worth clients, institutions, and retirement plans through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, and fiduciary services, utilizing advisor-managed accounts, firm-sponsored model portfolios, and third-party solutions.

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) Charitable giving & philanthropy

Occupation focus

Based on Cetera

Founder/Business Owner Executive Retired

Demographic focus

Based on Cetera

HENRY (High Earners, Not Rich Yet) Approaching retirement

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Fee options

Fixed

Flat fees for financial planning and consulting negotiated with client

Percentage

$0 - $250,000: Up to 2.75% $250,001 - $500,000: Up to 2.50% $500,001 - $750,000: Up to 2.00% $750,001 - $1,000,000: Up to 1.75% $1,000,001 - $2,000,000: Up to 1.50% $2,000,001 - $5,000,000: Up to 1.25% $5,000,001+: As low as 0.75% (varies by program)

Project-based

Hourly consulting and financial planning rates negotiated with client

Other

Account minimum: $5,000 Minimum fee: Minimum program fees ranging from $99 to $199 annually depending on program Fee-only: Flat or hourly fees for financial planning and consulting services, negotiated case-by-case

Location

65 N Street

Houlton, ME 04730

Most active in

Maine · Texas

Work history

Cetera

2014 - Present (12 years)

Cetera Investment Services Llc

2009 - Present (17 years)

Katahdin Financial Services

2007 - Present (19 years)

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 previously worked at Lincoln Financial Securities and Voya Financial Advisors, Inc. Outside of her advisory role, she is a licensed notary and sells non-variable insurance products including annuities, life, and long-term care insurance. LPL Financial provides advisory and brokerage services to a diverse client base including individual investors, retirement plan sponsors, institutions, and high-net-worth households. The firm offers a range of investment solutions supported by an in-house Research team and combines advisory services with insurance and credit products.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
user avatar

Adam B

Series 63, Series 65

Houlton, ME

Cetera

Adam Bither is a financial advisor with Cetera, holding Series 63 and Series 65 credentials and bringing 18 years of industry experience. He has been with Cetera and its affiliated entities since 2011. Outside of his advisory role, 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 serves a diverse client base including individual, high-net-worth, institutional, and retirement-plan clients through a large network of independent advisors. The firm offers a range of portfolio management, financial planning, fiduciary, and retirement solutions, utilizing a combination of advisor-managed accounts, firm-sponsored model portfolios, and third-party managed options.

Wealth management Tax-loss harvesting Retirement plans for business owners (SEP, solo 401k) Charitable giving & philanthropy Founder/Business Owner Executive Retired HENRY (High Earners, Not Rich Yet) Approaching retirement
user avatar

Melissa S

Series 66

Houlton, ME

LPL Financial

Melissa Sylvia is a financial advisor with LPL Financial, holding a Series 66 designation and two years of industry experience. She has worked at LPL Financial since 2024 and also maintains a role at Sage Financial, where she has been involved since 2022. Prior to that, she spent six years at Machias Savings Bank. Outside of her advisory work, she is a notary in Houlton, ME. LPL Financial provides advisory and brokerage services to a diverse client base, including individual investors, retirement plan sponsors, institutions, charities, and high-net-worth households. The firm offers various investment solutions supported by an in-house Research team and accommodates customized advisory and brokerage arrangements.

Wealth management Retirement plans for business owners (SEP, solo 401k) College savings (529s, UTMA, etc.) Tax-loss harvesting Founder/Business Owner Retired
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