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Financial ADVSR advisor directory · SEC adviser records

Oldfield Wealth Partners financial advisors in Maine

Every SEC-registered investment adviser representative at a Oldfield Wealth Partners office in Maine, by city and A to Z.

The short answer

4 registered advisors work at Oldfield Wealth Partners in Maine, out of 4 nationwide; it's the firm's number 1 state by advisors, and the most are in Bangor (4). 2 list the CFP designation and 0 are also registered broker representatives.

Oldfield Wealth Partners advisors by city in Maine

Every firm in Maine →

Bangor 4

Oldfield Wealth Partners advisors in Maine, A to Z

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Questions

How many Oldfield Wealth Partners financial advisors are in Maine?

4 investment adviser representatives are registered at Oldfield Wealth Partners offices in Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 4 at the firm nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.

Where in Maine does Oldfield Wealth Partners have the most advisors?

Bangor, with 4. Oldfield Wealth Partners has advisors in 1 city in Maine.

How do I check a Oldfield Wealth Partners advisor in Maine?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Oldfield Wealth Partners office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.