Debra Levine is a registered investment advisor at Guidance Point Retirement Services, LLC, based in Portland, ME, with 10 years of industry experience. Debra operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Retirement Planning. Their firm serves 7 clients with $88M in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- A comprehensive fiduciary review costs $7,500, covering fiduciary governance redesign services.
Location
136 Commercial Street, Suite 301, Portland, ME, 04101
Get directionsHistory
Regulatory History
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.
Learn about disclosures →Employment History
Current Registrations
Guidance Point Retirement Services, LLC
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.