Guidance Point Retirement Services LLC
Legal Name: GUIDANCE POINT RETIREMENT SERVICES, LLC
Full Contact Details
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Guidance Point Retirement Services LLC is legally known as GUIDANCE POINT RETIREMENT SERVICES, LLC. It is a DE Limited Liability Company. This firm has 6 employees, of which 5 are employees in advisory roles. It serves 46 clients. The firm's last reported SEC (U.S. Securities and Exchange Commission) status is listed as “Approved”, with a registration date of Feb 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%