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Thomas F
Series 63, Series 65
Columbia Falls, ME
LPL Financial
Thomas Ford is a financial advisor with LPL Financial, holding Series 63 and Series 65 licenses and bringing 37 years of industry experience. He has been with LPL Financial since 2012. He also operates a separate business under the name Tribury Investment Management LLC. LPL Financial serves a diverse client base including individual investors, retirement plan sponsors, banks, institutions, charities, and high-net-worth households. The firm offers a range of advisory and brokerage services supported by an in-house research team and a broad platform that accommodates multiple investment strategies and client needs.
Shelly H
Series 66
Jonesport, ME
Cambridge Investment Research Advisors
Shelly Hall is a financial advisor at Cambridge Investment Research Advisors with 24 years of industry experience. She holds a Series 66 designation and previously worked for Symphonic Securities, Symphonic Financial Advisors, and Rim Securities LLC for 18 years. Cambridge Investment Research Advisors serves a diverse client base including individual investors, retirement plans, and charitable organizations through a large network of independent financial professionals. The firm offers financial planning, portfolio management, and retirement plan advisory services using various account platforms and third-party strategists.
Joseph E
Series 63, Series 66
Addison, ME
UBS Financial Services
Joseph Emily is a financial advisor at UBS Financial Services with 32 years of industry experience. He holds Series 63 and Series 66 credentials and previously worked at Morgan Stanley Private Bank and Morgan Stanley from 2011 to 2022. Outside of his advisory role, he serves as president of the Georgia Museum of Art Board of Advisors and is involved in various real estate ventures. UBS Financial Services serves individual, corporate, and institutional clients by combining brokerage and investment advisory services, leveraging proprietary capital market assumptions and research to tailor financial plans. The firm offers a broad range of wealth management solutions alongside institutional trading capabilities and capital markets services.
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