Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Credentials
Series 63, Series 66
Experience Industry experience
21 years
Location
Bingham, ME 04920
LPL Financial
Institution
David Doane is a financial advisor with LPL Financial and Camden National Bank, holding Series 63 and Series 66 licenses and bringing 21 years of industry experience. His career includes roles at Edward Jones and Key Investment Services LLC. Outside of his advisory work, he operates an investment-related business in Bridgewater, Maine. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and other institutions. The firm offers a range of financial planning and management services through a large network of advisors and utilizes various portfolio strategies and technology tools to support client advisory needs.
Based on LPL Financial
Based on LPL Financial
Flat fees up to $15,000 for financial planning and consulting services
Up to $500 per hour for financial planning and consulting services
Bingham, ME
312 Main St
Bingham ME 04920
Advisors at this office
1
Maine
21 years of industry experience
LPL Financial
2014 - Present • 12 years
Waterville, ME
Camden National Bank
2014 - Present • 12 years
Waterville, ME
Edward Jones
2014 - 2014 • 1 year
Key Investment Services LLC
2010 - 2013 • 3 years
ME
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
A client's investment-related complaint, arbitration or lawsuit, including ones that were denied, withdrawn or settled.
The advisor resigned, was permitted to resign or was discharged after allegations of rule violations, fraud or failure to supervise.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63, Series 66
New Portland, ME
Root Financial Partners
Kerri Allen is a CFP®-certified financial advisor at Root Financial Partners with 21 years of industry experience. She has worked at several firms, including TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners provides investment management and comprehensive financial planning to individuals, trusts, estates, small businesses, and select retirement plans. The firm emphasizes broadly diversified, passive investment strategies tailored to client objectives and also offers educational programming and online academies for financial education.
Series 63, Series 66
New Portland, ME
Empower Advisory Group
Stephen Craig is a financial advisor at Empower Advisory Group with one year of industry experience. He holds Series 63 and Series 66 designations. His prior work includes roles at Franklin Memorial Hospital and Maine Huts & Trails. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, offering integrated services tied to Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and savings rates in its financial planning approach and serves a large participant base relative to its adviser headcount.
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