TrueAdvisor
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Debra Ann Levine

Guidance Point Retirement Services, LLC
10 Years of Experience
View SEC Summary
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Areas of Practice
Retirement PlanningInvestment Management
Guidance Point Retirement Services, LLC
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
7 advisors
Number of Clients
6 clients
Average Client Portfolio
$10.5M average
Assets Under Management
$62.9M

Fee Structure

Minimum Investment:$10K
Financial Planning:Investment management only

Location

136 Commercial Street, Suite 301, Portland, ME, 04101

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Guidance Point Retirement Services, LLC
March 2015 - Present · 10 yrs 11 mos
State Registrations2 states
CAME
Advisor
Exams
No exam information available for this advisor.