William O'shea Rispoli

Salem Advisory Group LLC

9 Years of Experience

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Firm Information

Salem Advisory Group LLC

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.

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Areas of Practice

Insurance Planning

Advisor Information

Office location

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

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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.

Employment History

Current Registrations

Salem Advisory Group LLC

January 2016 - Present · 10 yrs

State Registrations2 states

FLME

Advisor

Exams

No exam information available for this advisor.