Advisor at Warren Financial, 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
Warren Financial, LLC
Location
Bangor, ME 04401
Credentials
CFP®, Series 66
Industry experience
6 years
Financial planning flat fees between $500 and $15,000; pension consulting flat fee between $2,500 and $15,000.
$1 - $1,000,000: 1.50% annually $1,000,001 - $5,000,000: 1.25% annually $5,000,001+: 1.00% annually
Insurance product commissions accepted by supervised persons, but commissions are not primary source of compensation.
Hourly rate of $500 per hour for financial planning and pension consulting services.
Fee-only: Financial planning fees between $500 and $15,000; pension consulting flat fees between $2,500 and $15,000; hourly rate $500/hour for financial planning and pension consulting services.
Warren Financial
2024 - Present (2 years)
Avery Rock Financial, LLC dba Warren Financial
2023 - 2026 (3 years)
Ameriprise Financial Services
2023 - 2023 (1 year)
RAYMOND JAMES
2019 - 2023 (4 years)
RAYMOND JAMES
2019 - 2023 (4 years)
Defense Commissary Agency
2016 - 2019 (3 years)
Husson University
2016 - 2017 (1 year)
The Village Woodworker
2016 - 2019 (3 years)
Eastern Maine Community College
2016 - 2016 (1 year)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Series 66
Bangor, ME
Edward Jones
Series 66
Bangor, ME
Edward Jones
Series 65
Bangor, ME
Nichols Investment Management
Series 66
Bangor, ME
Oldfield Wealth Partners
Series 63, Series 65
Bangor, ME
Eagle Financial Strategies
Series 63, Series 65
Bangor, ME
SyntheticFi LLC
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