Financial advisors in Bangor, ME

85 advisors · page 2 of 3

David Black
Financial advisor at USA Financial Securities LLC
USA Financial Securities LLC · $296.5M AUM
VerifiedFinancial planning
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David Cust
Financial advisor at Means Wealth Management
Means Wealth Management · $1.59B AUM
VerifiedFinancial planning
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David Dunfee
Financial advisor at Key Investment Services LLC
Key Investment Services LLC · $8.88B AUM
Verified
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David Krech
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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David Robbins
Financial advisor at Eagle Financial Strategies
Eagle Financial Strategies · $146M AUM
VerifiedFinancial planning
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Donald Mitchell
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Dustin Roeder
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Edward Troscianiec
Financial advisor at Osaic Wealth, Inc.
Osaic Wealth, Inc. · $234.86B AUM
VerifiedFinancial planning
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Eric Baker
Financial advisor at Means Wealth Management
Means Wealth Management · $1.59B AUM
VerifiedFinancial planning
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Erin Barry
Financial advisor at Means Wealth Management
Means Wealth Management · $1.59B AUM
VerifiedFinancial planning
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Gary Farley
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Jane Hewes
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Jason Roy
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Jeffrey O'sullivan
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
VerifiedFinancial planning
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Jennifer Eastman
Financial advisor at Birchbrook
Birchbrook · $296.5M AUM
VerifiedFinancial planning
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Jevon Owens
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Jillian Thomas
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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John Byrne
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Dudley
Financial advisor at Means Wealth Management
Means Wealth Management · $1.59B AUM
VerifiedFinancial planning
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John Tilton
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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John Tuell
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Joshua Brewer
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Karen Lamberton
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Karen Oeser
Financial advisor at Means Wealth Management
Means Wealth Management · $1.59B AUM
VerifiedFinancial planning
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Kathleen Shane
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Kelly Scheetz
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
VerifiedFinancial planning
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Kent Salfi
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Lisa Cherry
Financial advisor at RBC Capital Markets, LLC
RBC Capital Markets, LLC · $310.43B AUM
VerifiedFinancial planning
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Lucas Philippon
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Lucie Estabrook
Financial advisor at Birchbrook
Birchbrook · $296.5M AUM
VerifiedFinancial planning
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How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Bangor, ME

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

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Financial advisors in Bangor, ME.

How this list works

Before you hire an advisor in Bangor, ME