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William O'shea Rispoli

9 Years of Experience
Areas of Practice
Insurance Planning
Compensation
Fee-Only (AUM)
Firm Size
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$206K average
Assets Under Management
$65.8M
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Location

1332 Post Road, Suite 2A, Wells, ME, 04090

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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
Salem Advisory Group LLC
January 2016 - Present · 10 yrs 1 mo
State Registrations2 states
FLME
Advisor
Exams
No exam information available for this advisor.
William O'shea Rispoli - Financial Advisor | TrueAdvisor