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4 advisors near
04730
within the area shown on the map
Out of 400,000+ nationwide
Bradley B
Series 66
Houlton, ME
Cetera
Bradley Berthiaume is a financial advisor with Cetera who holds a Series 66 designation and has 24 years of industry experience. He has been with Cetera and its affiliated entities since 2009 and also operates family investment ventures as a 50% owner. Cetera Investment Advisers LLC serves a broad client base including individuals, retirement plans, and institutional accounts, offering a variety of portfolio management and financial planning services through a nationwide network of independent advisors.
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 has previously worked at Lincoln Financial Securities, Voya Financial Advisors, Inc., and Ameriprise. Outside of advisory work, she is a notary. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plan participants, banks, trust companies, and institutions. The firm offers financial planning, model portfolio programs, third-party asset management, and institutional platforms, combining extensive advisory services with non-advisory financial products and partnerships.
Adam B
Series 63, Series 65
Houlton, ME
Cetera
Adam Bither is a financial advisor at Cetera with 19 years of industry experience. He holds the Series 63 and Series 65 designations and has been with Cetera and its related entities since 2011. Outside of his advisory work, 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 LLC is an SEC-registered firm serving a broad client base that includes individuals, retirement plans, corporate and charitable clients, and institutions. The firm offers a multi-manager platform with a range of portfolio management and financial planning services, supported by a nationwide network of over 10,000 advisors and managing assets exceeding $256 billion.
Melissa S
Series 66
Houlton, ME
LPL Financial
Melissa Sylvia is a financial advisor with LPL Financial based in Houlton, ME, holding a Series 66 designation and three years of industry experience. She previously worked at Machias Savings Bank for six years and has been associated with Sage Financial since 2022. Outside of her advisory role, she is a notary public in Houlton. LPL Financial is a national broker-dealer and SEC-registered investment adviser serving individuals, retirement plans, banks, trust companies, and institutions. The firm offers a range of advisory and brokerage services, including financial planning, model portfolio programs, third-party asset management, and institutional platforms, supported by a network of over 22,800 advisors and substantial operational resources.
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Finding advisors...
4 advisors near
04730
within the area shown on the map
Out of 400,000+ nationwide