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Joshua R Brewer

Advisor at LPL Financial — Belfast, ME Main St

Updated today

Credentials

Series 66

Experience

13 years

Location

Belfast, ME 04915

LPL Financial logo

LPL Financial

Institution

Total advisors

22,678

Across 10,420 offices

Clients per advisor

87 Typical

Avg AUM per client

$399,489 Typical

HNW client ratio

34% Very High

About

Joshua Brewer is a financial advisor with LPL Financial in Belfast, ME, holding a Series 66 designation and 13 years of industry experience. He has been with LPL Financial and Camden National Bank since 2015. Outside of his advisory work, Brewer is involved in a consulting business under Camden Financial Consultants. LPL Financial serves individuals, retirement plans, banks, credit unions, corporations, and charitable organizations nationwide, offering a range of advisory programs, financial planning, and brokerage services. The firm provides both discretionary and non-discretionary management and utilizes model portfolios and research from multiple sources.

Client services

Based on LPL Financial

Financial planning Portfolio management Educational seminars or workshops
Consulting and other non-discretionary advisory services

Expertise

Based on LPL Financial

College savings (529s, UTMA, etc.)

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Fee options

Fixed

Flat fees negotiated between IAR and client for financial planning and consulting services.

Commissions

Commissions and trail fees on brokerage product sales and for insurance products sold by IARs.

Project-based

Hourly fees up to $500 per hour for financial planning and consulting services.

Other

Fee-only: Negotiated flat or hourly fees ranging from $0 to $15,000 or up to $500 per hour for financial planning and consulting services.

Location

See office

Belfast, ME Main St

156 Main St

Belfast ME 04915

Advisors at this office

1

Most active in

Maine · Texas

Work history

13 years of industry experience

LPL Financial

2015 - Present • 11 years

Bangor, ME

Camden National Bank

2015 - Present • 11 years

Bangor, 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

Nicholas P

Series 65

Belfast, ME

Cubic Pye Capital Management, Inc.

Nicholas Pye is the president of Cubic Pye Capital Management, Inc. in Belfast, Maine, and holds a Series 65 credential with 22 years of industry experience. He is also a Certified Public Accountant and a partner in Cubic Pye LLP, a tax advisory and personal financial planning firm based in Atlanta, Georgia, which operates separately from his investment advisory business. He has been involved with Cubic Pye LLP since 2000. Cubic Pye Capital Management, Inc. provides discretionary portfolio management and investment consulting to individuals, pension and profit-sharing plans, trusts, estates, charitable organizations, and businesses. The firm customizes portfolios using a combination of fundamental, technical, cyclical, and charting analyses, and offers ongoing monitoring and rebalancing or consulting services depending on client needs.

Wealth management Tax-loss harvesting
user avatar

Christopher K

Series 63, Series 66

Belfast, ME

Key Investment Services LLc

Christopher Klenk is a financial advisor with Key Investment Services LLC, holding Series 63 and Series 66 credentials and 14 years of industry experience. He previously worked at KeyBank from 2009 to 2022. Outside of his advisory role, he serves on the board of the Bangor Soccer Club as the Registrar, managing player registrations and game scheduling. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various wrap-fee advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection combined with ongoing monitoring and due diligence, operating within the KeyCorp group alongside affiliated banking and capital markets entities.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Thomas L

Series 63, Series 65

Belfast, ME

Key Investment Services LLc

Thomas Lott is a financial advisor at Key Investment Services LLC with three years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including KeyBank, United Insurance Group, MassMutual, and Fidelity Brokerage Services. Outside of his advisory role, Lott serves on the board of Kids Cooperative Theatre, contributing to show selection and promotional efforts, and participates in the steering committee for FUSION:Bangor, a regional networking group focused on community engagement. Key Investment Services LLC serves individuals, trusts, estates, small businesses, and corporate clients through various advisory programs, model portfolios, and managed accounts. The firm emphasizes client-directed model selection and ongoing monitoring while providing access to third-party discretionary managers and integrates with affiliated entities within the KeyCorp group.

ESG / Sustainable investing Tax-loss harvesting Passive / index investing Active portfolio management
user avatar

Eugene N

Series 63, Series 66

Belfast, ME

Commonwealth Financial Network

Eugene Newton Jr. is a financial advisor at Commonwealth Financial Network with four years of industry experience. He holds Series 63 and Series 66 designations and has previously worked with Allen Financial Group and Allen Insurance & Financial. He has been associated with Putnam Investments Putnam Retail Management since 2001. Commonwealth Financial Network serves a national network of approximately 2,950 advisors, providing advisory programs, wealth management, and retirement plan consulting. The firm offers a range of investment solutions and support services, including discretionary model portfolios managed by its Investment Management and Research team.

Passive / index investing Active portfolio management Tax-loss harvesting Wealth management Retirement income strategy Founder/Business Owner Executive Retired
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Robin S

Series 63, Series 65

Searsport, ME

Empower Advisory Group

Robin Stanley is a financial advisor with Empower Advisory Group, holding Series 63 and Series 65 credentials and eight years of industry experience. His prior work includes roles at Empower Retirement and Citizens Securities, Inc., as well as multiple positions at Citizens Bank. Empower Advisory Group provides financial planning and investment management primarily to employer-sponsored retirement plan sponsors and their participants, along with Empower Premier IRA and certain retail brokerage clients. The firm combines proprietary and third-party methodologies in its planning services, emphasizing long-term portfolio returns and savings rates, and operates within an integrated model tied to Empower’s recordkeeping and administrative platforms.

General retirement planning Retirement income strategy Social Security optimization Debt management College savings (529s, UTMA, etc.)
user avatar

Robert S

Series 63, Series 65

Belfast, ME

Primerica Advisors

Robert Stallworth is a financial advisor with Primerica Advisors, holding Series 63 and Series 65 credentials and bringing 34 years of industry experience. He has been with Primerica Financial Services and Primerica Advisors since 1991. Outside of advisory work, he is involved in the sale of home security and automation products through affiliated companies. Primerica Advisors offers discretionary asset management through its Lifetime Investment Program, which includes model-delivery strategies and discretionary separately managed accounts for individual and high-net-worth clients. The firm curates third-party asset managers and employs a tiered wrap-fee structure, focusing on retail investors rather than institutional pension or profit-sharing plans.

ESG / Sustainable investing Tax-loss harvesting Income planning
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