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Portfolio Management for Businesses Advisors in Oakland, Maine
5 Results
Unclaimed

LPL Financial LLC

location

OAKLAND, ME

experience

5 Years Experience

0 Disclosures

ADVISOR BIO

Lindsey Marie Cameron is a financial advisor with LPL Financial LLC. Lindsey holds Series 7TO, Series 24, and Series 66 licenses. Lindsey has been in the industry since August 2019, and has worked at LPL Financial LLC since February 2018. Lindsey is registered in 27 states, including Florida, Maine, Arizona, California, Colorado, Connecticut, Georgia, Hawaii, Indiana, Maryland, Massachusetts, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Pennsylvania, Texas, Virginia, West Virginia, and Wisconsin. Lindsey provides financial planning, portfolio management for businesses, and portfolio management for individuals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed

MWA Financial Services Inc.

location

OAKLAND, ME

experience

16 Years Experience

0 Disclosures

ADVISOR BIO

Patrick Linehan is a financial advisor at MWA Financial Services Inc., specializing in helping individuals and businesses. Patrick has been in the financial services industry since June 2008 and is licensed to provide financial advice in Arizona, Maine, Massachusetts, New Hampshire, and Texas. Patrick holds the Series 6, Series 63, and SIE licenses. Patrick is committed to providing his clients with personalized financial advice to help them achieve their financial goals.

SPECIALIZATIONS

Financial Planning Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OAKLAND, ME

experience

3 Years Experience

0 Disclosures

ADVISOR BIO

Peter A. Kemos is a financial advisor registered with LPL Financial LLC and has been active in the industry since 2021. Peter has experience in various areas, including investment advisory services, financial planning, and portfolio management. Peter holds both Series 63 and 65 licenses.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES
Unclaimed
location

OAKLAND, ME

experience

7 Years Experience

0 Disclosures

ADVISOR BIO

Robert Lee Smith is a financial advisor with Edward Jones, a firm with more than 22,000 employees and $825 billion in assets under management. Robert has been with Edward Jones since August of 2017 and is licensed to provide financial advice in 26 states. Robert has a broad range of experience, including financial planning, pension consulting, and portfolio management for individuals and businesses. Robert is committed to helping clients reach their financial goals.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
Unclaimed

LPL Financial LLC

location

OAKLAND, ME

experience

29 Years Experience

0 Disclosures

ADVISOR BIO

Thomas Edward Shupe is a financial advisor with over 25 years of experience in the industry. Thomas is registered to provide financial advice in 28 states including Connecticut, Maine, and Texas and holds Series 6, 7, 24, 63, and 66 licenses. Currently, Thomas is affiliated with LPL Financial LLC. Prior to joining LPL, Thomas was registered with AXA Advisors, LLC, Edward Jones, Franklin/Templeton Distributors, Inc., and Stephens Inc.

SPECIALIZATIONS

Financial Planning Services
Pension Consulting Services
Educational Seminars & Workshops
Selection of Other Advisors
Portfolio Management for Businesses
Portfolio Management for Individuals
CONSULTING AND OTHER NON-DISCRETIONARY ADVISORY SERVICES