Curtis
Worcester
Guidance Point Advisors, LLC
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About this Advisor
Curtis Worcester is a financial advisor operating out of Bangor, Maine who has 2 years of industry experience. Worcester is an employee of Guidance Point Advisors, LLC. Throughout their career, they have worked at Guidance Point Retirement Services, LLC, The Advertising Specialists Of Maine, Northern Light Health (Formerly Eastern Maine Healthcare System), Husson University, City Of Bangor, University Of Southern Maine, Brewer School Department and Guidance Point Advisors, LLC. Worcester has a Series 65 license, certifying them as an investment advisor representative, and is registered to serve investors in Maine. Guidance Point Advisors, LLC is a business with a branch in Bangor, Maine. The firm has offices in four locations and a total of seven employees. It administers $342 million in assets under management across its 631 accounts, making it one of the mid-sized financial advisory firms in the nation by assets under management. Of its 631 accounts, 20% are held by high-net-worth clients who have at least $1 million in investable assets. Guidance Point Advisors, LLC offers a wide set of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, selection of other advisers and publication of newsletters. Fees charged by financial advisors depend on which services the firm provides the client. However, fees billed by Guidance Point Advisors, LLC likely consist of some blend of asset-based, hourly, fixed and other fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Guidance Point Advisors, LLC Brokerage Details
$341,906,883
7
631
$541,849
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
Curtis has been registered as a financial advisor for 2 years.*
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
University Of Southern Maine
Brewer School Department
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
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.
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