Unclaimed Profile

Racquel Heath Tibbetts

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine

Clean recordBIGELOW INVESTMENT ADVISORS, LLC

4 MOULTON STREET, PORTLAND, ME 04101CRD# 7269856Firm CRD# 143733

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Racquel Heath Tibbetts · PORTLAND, ME

Registration

CRD #7269856 · BIGELOW INVESTMENT ADVISORS, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Racquel Heath Tibbetts is a registered financial advisor based in PORTLAND, Maine, affiliated with BIGELOW INVESTMENT ADVISORS, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

BIGELOW INVESTMENT ADVISORS, LLC

AUM

$467M

Regulatory assets under management

Employees

Total firm employees

View all advisors at BIGELOW INVESTMENT ADVISORS, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 7269856

Firm CRD# 143733

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Racquel Heath Tibbetts offer?

Racquel Heath Tibbetts specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Racquel Heath Tibbetts's credentials?

Racquel Heath Tibbetts is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Racquel Heath Tibbetts located?

Racquel Heath Tibbetts is based in PORTLAND, Maine, working with BIGELOW INVESTMENT ADVISORS, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Racquel Heath Tibbetts charge for services?

Racquel Heath Tibbetts's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is BIGELOW INVESTMENT ADVISORS, LLC?

BIGELOW INVESTMENT ADVISORS, LLC has approximately 7 employees and manages $467M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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