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4 advisors near 04730
Out of 400,000+ nationwide
Bradley B
Series 66
Houlton, ME
Cetera
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.
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.
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.
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.
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4 advisors near 04730
Out of 400,000+ nationwide