CW
CW

Curtis James Worcester

4 Years of Experience
Areas of Practice
Investment ManagementRetirement PlanningFinancial Planning & Coaching
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
6 advisors
Number of Clients
243 clients
Average Client Portfolio
$2.0M average
Assets Under Management
$492.4M

Fee Structure

Minimum Investment:$250K
Financial Planning:Included in AUM fee
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Location

108 State Street, Bangor, ME, 04401

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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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Other Business Activities

Curtis works as an Investment Adviser Representative and Investment Operations Analyst for Guidance Point Retirement Services, spending nearly full-time there. He also works as an Investment Adviser Representative/Investment Consultant for Guidance Point Advisors, dedicating about 10-20% of his time.

Employment History
Current Registrations
Guidance Point Advisors, LLC
March 2021 - Present · 4 yrs 11 mos
Guidance Point Retirement Services, LLC
February 2021 - Present · 5 yrs
State Registrations1 state
ME
Advisor
Exams
No exam information available for this advisor.
Curtis James Worcester - Financial Advisor | TrueAdvisor