Joseph
Poirier

About this Advisor

Joseph Poirier is a financial advisor who works in Lewiston, Maine. Currently an investment advisor at Equitable Advisors, LLC, Poirier has 13 years of professional experience in the financial advisory industry. Poirier holds a Series 66 license, which certifies the advisor as both a securities agent and an investment advisor representative. Poirier is registered to operate based out of Colorado, Florida, Georgia, Maine, Maryland, New Hampshire, New Mexico, North Carolina, Pennsylvania and Rhode Island. Their career trajectory has included roles at Axa Advisors, LLC and Equitable Advisors, LLC. Equitable Advisors, LLC is headquartered in Lewiston, Maine, and has 827 additional brick-and-mortar locations across the United States. As a company, Equitable Advisors, LLC manages $19 billion in assets across 57,376 client accounts and retains more than 5,718 people. The amount of assets the firm manages places it among the biggest financial advisory firms in the nation. The firm manages 12,283 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 40% of the firm's investors are high-net-worth individuals, meaning they have over $1 million in assets. Equitable Advisors, LLC can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, pension consulting services, selection of other advisers and educational seminars. The firm may charge clients asset-based, hourly and fixed fees.