Camden, ME Office

Team
Updated today

Client AUM

$202,307,647,471

Clients

355,973

Advisors

5

Of 2,776 advisors across 1,213 offices

Location

34 Elm Street

Camden ME 04843

Advisors at this office

5

Advisors at this office

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Lily K

Series 66

Camden, ME

Commonwealth Financial Network

Lily Khoury is a financial advisor at Commonwealth Financial Network with one year of industry experience. She holds a Series 66 designation and has worked previously with Allen Wealth Management, Allen Insurance & Financial, and Main Street Markets. Khoury is also involved in fixed insurance sales as a secondary business activity. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a nationwide network of approximately 2,900 advisors and managing about $213 billion in client assets. The firm offers a comprehensive adviser-support platform with discretionary and nondiscretionary managed-account programs, third-party asset manager access, retirement consulting, and custody services.

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

CFP®, Series 63, Series 66

Camden, ME

Commonwealth Financial Network

Thomas Chester is a CFP® professional with 26 years of industry experience, currently serving at Commonwealth Financial Network since 2005. He is also affiliated with Allen Financial Group. Outside of his financial advisory role, he provides DJ services through a separate business based in Camden, ME. Commonwealth Financial Network supports a national network of advisors by providing advisory programs, technology, and operational support, enabling them to offer a wide range of investment and insurance products to retail and institutional clients.

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

Series 66

Camden, ME

Commonwealth Financial Network

Sarah Ruef Lindquist is a financial advisor at Commonwealth Financial Network with nine years of industry experience. She holds a Series 66 designation and has worked at Commonwealth and Allen Insurance and Financial since 2016. Lindquist serves as a director at Rockland Savings Bank, a local privately owned bank in Maine. Commonwealth Financial Network is a dual-registered broker/dealer and SEC-registered investment adviser serving a national network of nearly 2,900 advisors and managing approximately $213 billion in client assets. The firm offers comprehensive adviser support, including managed-account programs, access to third-party asset managers, and custody services.

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

Series 66

Camden, ME

Commonwealth Financial Network

Caitlin Harrington is a financial advisor with Commonwealth Financial Network, holding a Series 66 designation and two years of industry experience. She has previously worked at Allen Insurance and Financial and has been involved with community organizations such as the Knox County Homeless Coalition and Penobscot Bay YMCA. Outside of financial advising, she is a co-owner of Harrington's OffRoad Crane Service, LLC, a private crane service business in Appleton, ME. Commonwealth Financial Network serves a national network of approximately 2,950 advisors and their retail and institutional clients, offering a variety of advisory programs, wealth management, and retirement plan consulting services. The firm provides operations, trading, technology, investment management, compliance, and practice-management support to affiliated advisors who typically offer advice under Commonwealth’s supervision.

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

CFP®, Series 66

Camden, ME

Commonwealth Financial Network

Abraham Dugal is a CFP® with 10 years of industry experience, currently serving at Allen Insurance and Financial since 2015. He is affiliated with Commonwealth Financial Network and holds a Series 66 license. Outside of his advisory role, he coaches basketball at Camden-Rockport Middle School. Commonwealth Financial Network is a registered investment adviser supporting a nationwide network of approximately 2,950 advisors. The firm provides a range of advisory programs and services, including custom portfolio solutions and third-party asset manager access, while delivering operational and compliance support to affiliated advisors.

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