Advisor at Seacrest Wealth Management, LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Seacrest Wealth Management, LLC
Location
Kennebunk, ME
Credentials
CFA®
Industry experience
13 years
Financial planning and consulting services may be offered on a fixed fee basis, negotiable depending on complexity.
up to 2.00% annually for investment management (negotiable, depending on size, complexity, and advisor)
Certain advisory persons are registered representatives of a broker-dealer and may earn commissions separately for securities transactions and insurance sales, but SWM itself does not earn commissions.
Financial planning and consulting services offered on an hourly or fixed fee basis, negotiable depending on complexity.
Account minimum: SWM generally does not impose a minimum size for establishing a relationship, but certain investments may have minimums. Clients invested with Independent Managers may encounter account minimums imposed by those managers. Fee-only: Investment management fees up to 2.00% annually, retirement plan advisory fees up to 1.00% annually, financial planning fees hourly or fixed fee basis (negotiable). No commissions received by SWM for securities transactions.
Ontario Securities Commission
2013 - Present (13 years)
SeaCrest Wealth Management, LLC
2012 - Present (14 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Series 66
Saco, ME
Fidelity
Dillon Burns is a Financial Consultant at Fidelity Investments, where he has been serving since 2022. He has held various roles at Fidelity Investments since 2018, including Investment Consultant, Client Relationship Manager, and Financial Representative. His experience encompasses client relationship management and investment consulting. Dillon's approach focuses on understanding each client's past, present, and future to collaborate effectively throughout the financial planning process. He aims to help clients implement plans that align with their unique goals and preferences, ensuring that today's financial decisions support their future priorities. Outside of his professional role, Dillon enjoys hiking, skiing, attending concerts, and playing board games.
Series 63, Series 65
Saco, ME
Edward Jones
Series 63, Series 66
Sanford, ME
Edward Jones
Series 63, Series 65
Kennebunkport, ME
Fidelity
Kevin Davis is a Financial Consultant at Fidelity Investments, where he has been serving since 2020. He specializes in goal-based financial planning, working closely with clients to develop comprehensive plans that align with their financial goals, needs, and preferences. Kevin joined Fidelity in 2014 and has held multiple roles within the company, including Investment Consultant from 2018 to 2019, Relationship Manager from 2017 to 2018, and Financial Representative from 2014 to 2016. His extensive experience at Fidelity reflects a consistent focus on client collaboration and financial planning. Outside of his professional role, Kevin enjoys boating, family activities, golf, hiking, spending time at the lake, and skiing.
Series 63, Series 66
Arundel, ME
Fidelity
Timothy Hardy is a Financial Consultant currently working at Fidelity Investments, a position he has held since 2019. He partners with individuals and families to create and maintain comprehensive financial plans, guiding clients through their financial journeys. Prior to this role, he served as an Investment Consultant at Fidelity Investments from 2017 to 2019 and as a Financial Representative at the same firm from 2015 to 2017. Before joining Fidelity Investments, Timothy worked as a Financial Services Representative at TD Bank from 2014 to 2015. Throughout his career, Timothy has developed expertise in financial planning and investment consulting, assisting clients with their financial needs and goals. Outside of his professional work, he has personal interests that include football, golf, spending time at the lake, reading, skiing, and soccer.
CFP®, Series 66
Biddeford, ME
Edward Jones
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