Curtis
Worcester
Guidance Point Advisors, LLC
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About this Advisor
Curtis Worcester is a financial advisor based in Bangor, Maine, working with Guidance Point Advisors, LLC. Curtis has previously held positions at Guidance Point Retirement Services, LLC, The Advertising Specialists Of Maine, Northern Light Health (Formerly Eastern Maine Healthcare System), Husson University, City Of Bangor, and Guidance Point Advisors, LLC. Curtis has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Curtis is part of Guidance Point Advisors, LLC, which operates out of Bangor, Maine. The firm has 4 offices and 6 employees. The firm manages assets totaling $393.4 million and serves high-net-worth clients. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers, and publication of newsletters. The fee structure at Guidance Point Advisors, LLC includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Guidance Point Advisors, LLC Brokerage Details
$393,443,195
6
644
$610,937
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
- Publication of periodicals or newsletters
Curtis Worcester Work History
Guidance Point Retirement Services, LLC
Guidance Point Advisors, LLC
Guidance Point Retirement Services, LLC
The Advertising Specialists Of Maine
Northern Light Health (Formerly Eastern Maine Healthcare System)
Guidance Point Retirement Services, LLC
Husson University
City Of Bangor
Disclosures
Please visit the SEC profile of Curtis Worcester to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Guidance Point Advisors, LLC
Bangor, ME
Wellesley, MA
Wellesley, MA
Wellesley, MA
Wellesley, MA
New Bern, NC
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