Exodus Wealth
41yrs
Top advisor by experience in Waterville
Financial advisors in Waterville, ME
Looking for a financial advisor in Waterville, ME? We list 27 advisors with offices here. Compare their experience, how their firms work, and how to reach them, then use our interview guide to find the right fit.
27Advisors with offices here
12Median years of experience
0%At fee-only firms
8Firms represented
Largest firms here: LPL Financial (8), Edward Jones (4), Cambridge Investment Research Advisors (4).
Nearby: Oakland, Fairfield, Vassalboro, Belgrade, Augusta, Manchester, Readfield, Hallowell.
LPL Financial
35yrs
Top 7% by experience in Waterville
LPL Financial
32yrs
Top 11% by experience in Waterville
Raymond James Financial Services Advisors
31yrs
Top 15% by experience in Waterville
Raymond James Financial Services Advisors
30yrs
Top 16% by experience nationwide
Raymond James Financial Services Advisors
29yrs
Top 18% by experience nationwide
LPL Financial
28yrs
Top 20% by experience nationwide
Edward Jones
23yrs
Top 16% by experience at Edward Jones
State Farm Investment Management
20yrs
More experience than 71% of advisors at State Farm Investment Management
Cetera Investment Advisers
18yrs
More experience than 63% of advisors in Waterville
Edward Jones
18yrs
More experience than 74% of advisors at Edward Jones
State Farm Investment Management
18yrs
More experience than 65% of advisors at State Farm Investment Management
Cambridge Investment Research Advisors
13yrs
More experience than 52% of advisors in Waterville
Cetera Investment Advisers
12yrs
12 years in the industry
Cetera Investment Advisers
11yrs
11 years in the industry
Cambridge Investment Research Advisors
11yrs
11 years in the industry
LPL Financial
9yrs
9 years in the industry
Edward Jones
8yrs
8 years in the industry
LPL Financial
7yrs
7 years in the industry
Edward Jones
5yrs
5 years in the industry
Exodus Wealth
5yrs
5 years in the industry
Commonwealth Financial Network
4yrs
4 years in the industry
LPL Financial
3yrs
3 years in the industry
Cambridge Investment Research Advisors
3yrs
3 years in the industry
Before you reach out
Start hereHow to choose a financial advisorA calm, five-step path from “I think I need help” to “I found the right person.”
HiringHow to interview a financial advisor: 15 questions to askBring these to every first meeting and compare the answers side by side.
HiringYour first meeting with an advisor: what to bringA little preparation turns a polite chat into a genuinely useful conversation.