WB
ChFC
Firm Information
Compensation
Fee-Only (AUM)
Number of Advisors
4 advisors
Number of Clients
319 clients
Average Client Portfolio
$206K average
Assets Under Management
$65.8M
Fee Structure
Salem Advisory Group's Investment Advisor Representatives may also be insurance salespersons, creating a potential conflict of interest. Clients are under no obligation to conduct insurance business with Salem Advisory Group, LLC.
Areas of Practice
Insurance Planning
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Advisor Information
Office location
1332 Post Road, Suite 2A, Wells, ME, 04090
Get directionsRegulatory History (1)
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Regulatory
April 2018Final
Employment History
Current Registrations
Salem Advisory Group LLC
January 2009 - Present · 17 yrs
Previous Registrations
H. Beck, INC.Broker
January 2009 - December 2015 · 6 yrs 11 mos
Park Avenue Securities LLC Broker
January 2008 - October 2008 · 9 mos
Northwestern Mutual Investment Services, LLC Broker
October 2006 - November 2007 · 1 yr 1 mo
Metropolitan Life Insurance CompanyBroker
December 2005 - October 2006 · 10 mos
Metlife Securities INC.Broker
December 2005 - October 2006 · 10 mos
Uvest Financial Services Group, INC.Broker
January 2005 - December 2005 · 11 mos
Park Avenue Securities LLC Broker
February 2003 - January 2005 · 1 yr 11 mos
New England Securities Corporation
July 2002 - December 2002 · 5 mos
New England SecuritiesBroker
February 1993 - December 2002 · 9 yrs 10 mos
Washington Square Securities, INC. Broker
September 1990 - December 1992 · 2 yrs 3 mos
Equity Services, INC. Broker
October 1981 - December 1989 · 8 yrs 2 mos
State Registrations3 states
MENHOH
Advisor
Exams
No exam information available for this advisor.