David Doane
Advisor at LPL Financial
Updated today
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.
Location
Bingham, ME 04920
Credentials
Series 63, Series 66
Industry experience
20 years
About
David Doane is a financial advisor with LPL Financial and Camden National Bank, holding Series 63 and Series 66 designations and bringing 20 years of industry experience. He has been with both firms since 2014. Outside of his advisory roles, he is involved with Camden Financial Consultants, a business related to his LPL activities. 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 large-scale advisory operations with various non-advisory financial products.
Client services
Based on LPL Financial
Financial planning
Portfolio management
Educational seminars or workshops
Consulting and other non-discretionary advisory services
Consulting and other non-discretionary advisory services
Expertise
Based on LPL Financial
Wealth management
Retirement plans for business owners (SEP, solo 401k)
College savings (529s, UTMA, etc.)
Tax-loss harvesting
Fee options
Financial planning and consulting services may be charged a flat fee as negotiated.
Brokerage services include commissions, markups, markdowns, and transaction charges; commissions may apply to mutual funds, variable annuities, and other products.
Financial planning hourly fees up to $500 per hour.
Fee-only: Financial planning fees typically range up to $15,000, or up to $500 per hour; fees are negotiated and may be flat or hourly.
Location
312 Main St
Bingham, ME 04920
Most active in
David D has reported serving >5 clients in these states in the last 12 months.
Maine
Work history
LPL Financial
2014 - Present (12 years)
Camden National Bank
2014 - Present (12 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
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.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
Kerri A
CFP®, Series 63, Series 66
New Portland, ME
Root Financial Partners
Kerri Allen is a Certified Financial Planner® with 21 years of industry experience. She is currently with Root Financial Partners and has previously worked at TFC Financial Management, Boston Wealth Strategies, and Baystate Financial. Root Financial Partners serves individual clients, including high net worth individuals, pension and profit-sharing plans, and small business owners. The firm employs a primarily passive investment approach with diversified portfolios based on index mutual funds and ETFs, supplemented by fundamental and technical analysis and due diligence on third-party sub-advisers.
Stephen C
Series 63, Series 66
New Portland, ME
Empower Advisory Group
Stephen Craig is a financial advisor with Empower Advisory Group holding Series 63 and Series 66 credentials. He has worked at multiple firms including Bank of America Merchant Services and Franklin Memorial Hospital, with no prior industry experience before joining Empower Advisory Group in 2025. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, integrating services with Empower’s recordkeeping and administrative platforms. The firm emphasizes long-term portfolio returns and annual rebalancing within plan lineups selected by plan sponsors.
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