Odette
Thurston
Headinvest
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About this Advisor
Odette Thurston is a financial advisor working in Portland, Maine with a total of 4 years of relevant experience. Thurston currently works for Headinvest. Throughout their career, Thurston has worked at Ameriprise Financial Services, Inc, Penobscot East Resource Center, Cribstone Capital Management, LLC, Purshe Kaplan Sterling Investments, Inc and Headinvest LLC. Thurston has Series 63 and Series 66 licenses, certifying them as a securities representative, and is registered to work in Maine. Headinvest is a financial advisory business headquartered in Portland, ME. It handles $830 million in assets across its 1,085 client accounts, placing it among the bigger investment advisory firms in the United States by assets under management. The firm serves 24 charities and foundations. Of its 1,085 accounts, 63% are held by high-net-worth individuals who have more than $1 million in investable assets. Headinvest provides a wide set of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial management fees largely are based on the services. However, fee types charged by Headinvest most likely consist of some combination of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Headinvest Brokerage Details
$829,561,294
15
1,085
$764,573
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
Odette Thurston Work History
Odette has been registered as a financial advisor for 4 years.*
Headinvest LLC
Cribstone Capital Management, LLC
Purshe Kaplan Sterling Investments, Inc
Ameriprise Financial Services, Inc
Penobscot East Resource Center
*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 Odette Thurston 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 Headinvest
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
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