David
Cust
Means Wealth Management
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About this Advisor
David Cust is a financial advisor based in Bangor, Maine, working with Means Wealth Management. David has previously held a position at Means Investment Co. David has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine. Currently, David is part of Means Wealth Management, which operates out of Bangor, Maine. The firm has 4 offices and 20 employees. The firm manages assets totaling $977.0 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars, and other services. The fee structure at Means Wealth Management includes asset-based, hourly, and other fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Means Wealth Management Brokerage Details
$976,990,954
20
3,038
$321,590
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
- Other
David Cust Work History
Means Investment Co
Means Investment Co
Disclosures
Please visit the SEC profile of David Cust 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 Means Wealth Management
Bangor, ME
Greenville, SC
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Bangor, ME
Greenville, SC
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