Financial ADVSR advisor directory · SEC adviser records
Oldfield Wealth Partners financial advisors in Bangor, ME
Every SEC-registered investment adviser representative at a Oldfield Wealth Partners office in Bangor, A to Z.
The short answer
4 registered advisors work at Oldfield Wealth Partners in Bangor, out of 4 at the firm nationwide; it ranks number 8 in the city by advisors. 2 list the CFP designation and 0 are also registered broker representatives.
Oldfield Wealth Partners advisors in Bangor, A to Z
Every Oldfield Wealth Partners advisor →- Alexander J. BriggsCertified Financial Planner
- Nathan A. FreemanInvestment adviser rep
- Kyle T. GoupilleCertified Financial Planner
- Chase GuerretteInvestment adviser rep
Oldfield Wealth Partners advisors in every city and state →Oldfield Wealth Partners: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Bangor
All Bangor advisors →Means Wealth Management 9RBC Capital Markets, LLC 8LPL Financial LLC 7Birchbrook 6UBS Financial Services Inc. 6Edward Jones 5Morgan Stanley 5Wells Fargo Advisors Financial Network, LLC 4Ameriprise Financial Services, LLC 3Cetera Investment Advisers LLC 3MML Investors Services, LLC 3
Questions
How many financial advisors does Oldfield Wealth Partners have in Bangor?
4 investment adviser representatives are registered at Oldfield Wealth Partners offices in Bangor, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 4 nationwide. 2 list the CFP designation and 0 are also registered as broker representatives.
Is Oldfield Wealth Partners one of the largest advisor employers in Bangor?
Oldfield Wealth Partners ranks number 8 in Bangor by registered advisors; Means Wealth Management has the most, with 9.
How do I check a Oldfield Wealth Partners advisor in Bangor?
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. Weighing a move? Compare payouts by firm or value a recruiting offer.