Guidance Point Retirement Services LLC
Legal Name: GUIDANCE POINT RETIREMENT SERVICES, LLC
Full Contact Details
Guidance Point Retirement Services LLC
121 MIDDLE STREET, SUITE 403, PORTLAND, ME
207-358-3099
207-221-1435
Other Info
Guidance Point Retirement Services LLC, a Delaware-based Limited Liability Company, is an SEC-registered firm with 6 employees, 5 being advisors. With a track record of catering to 46 clients, it remains approved by the U.S. Securities and Exchange Commission since its registration on February 22, 2012.
Guidance Point Retirement Services, LLC
We are an independent institutional investment advisory and retirement plan consulting firm. We are a 100% fee-for-service consulting firm as we serve our clients as fiduciaries in every relationship. Our focus within the institutional marketplace, specifically with retirement plans, and our conflic…
Direct Owners
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ANDREW JAY WALKER
CHIEF EXECUTIVE OFFICER/CHIEF COMPLIANCE OFFICER owns more than 50% but less than 75%
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BENJAMIN JAMES SMITH
CHIEF INVESTMENT OFFICER owns more than 10% but less than 25%
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CAMDEN NATIONAL CORPORATION
OWNER owns more than 10% but less than 25%
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WESLEY AUSTIN DELCOL
OWNER owns more than 10% but less than 25%