Saco, ME Portland Rd Office

Team
Updated today

Client AUM

$24,472,259,188

Clients

102,071

Advisors

6

Of 3,118 advisors across 854 offices

Location

885 Portland Rd, Suite 201

Saco ME 04072

Advisors at this office

6

Advisors at this office

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William C

Series 66

Saco, ME

LPL Enterprise

William Caras is a financial advisor with LPL Enterprise LLC, holding a Series 66 designation and five years of industry experience. His prior work includes roles at Fidelity Brokerage Services LLC and entrepreneurial ventures such as Eclectic Activation LLC and Shuck Brothers Co. He has also been involved in operating a public house and brewery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, model wealth portfolios, third-party asset management, and brokerage and insurance products through an integrated platform that combines advisory programs with other financial services.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Ryan T

Series 66

Saco, ME

LPL Enterprise

Ryan Tuttle is a financial advisor at LPL Enterprise with the Series 66 designation and less than one year of industry experience. His prior work includes roles with the University of Southern Maine, MaineHealth, and service in the US Army. He is a volunteer member of the Southern Maine Military Officers Association of America and serves with the Windham Fire Department. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, consulting, access to model portfolios, third-party asset management, and a range of brokerage and insurance products via its integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Brandon G

Series 66

Saco, ME

LPL Enterprise

Brandon Goodrich is a financial advisor at LPL Enterprise with six years of industry experience. He holds the Series 66 designation and has previously worked at Prudential Insurance Company of America and Pruco Securities, LLC. Outside of his advisory role, he is involved with FGS Financial LLC for tax and investment purposes. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through both advisory and brokerage channels. The firm offers financial planning, access to model wealth portfolios, third-party asset management, and a range of brokerage and insurance products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
user avatar

Augustine M

Series 66

Saco, ME

LPL Enterprise

Augustine Martel is a financial advisor at LPL Enterprise with a Series 66 designation and one year of industry experience. Prior to joining LPL Enterprise, he held positions at Charter (Spectrum) and various other employers. LPL Enterprise serves a diverse client base, including individuals, retirement plans, charitable organizations, corporations, and institutional clients, offering financial planning, advisory, and brokerage services through a platform that integrates advisor programs with sales of other financial products.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Donald G

Series 66

Saco, ME

LPL Enterprise

Donald Gondzar is a financial advisor at LPL Enterprise with one year of industry experience. He holds the Series 66 designation and previously worked at MassMutual Life Insurance Company and MML Investors Services, LLC. Outside of finance, he is president of Snowy Elk Coffee Co, a retail and wholesale coffee roastery. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients. The firm offers financial planning, consulting, model portfolio programs, third-party asset management, and brokerage and insurance products through an integrated platform.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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Edward F

ChFC®, Series 63, Series 65

Saco, ME

LPL Enterprise

Edward Foley IV is a financial advisor at LPL Enterprise with 10 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior experience includes nearly a decade at Pruco Securities, LLC and a concurrent role at Prudential Insurance Company of America. LPL Enterprise serves a diverse client base including individuals, retirement plans, charitable organizations, corporations, and institutional clients through advisory and brokerage channels. The firm provides financial planning, access to model portfolios, third-party asset management arrangements, and a range of brokerage and insurance products, leveraging an integrated platform that combines advisory services with active financial product sales.

General retirement planning Tax-loss harvesting Self-Employed Founder/Business Owner
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