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Racquel Heath Tibbetts

BIGELOW INVESTMENT ADVISORS, LLC·PORTLAND, Maine
Clean record6 years registeredBIGELOW 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 · 6 years registered
Brand Profile
Not yet started
01

Career History

02

Registrations & Exams

Registration record
First registered · July 15, 2020
Years registered · 6
03

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

04

Firm Overview

Firm
BIGELOW INVESTMENT ADVISORS, LLC
CRD 143733 · SEC 801-67875
AUM
$467M
Regulatory assets under management
Employees
7
884 client accounts
Services offered by BIGELOW INVESTMENT ADVISORS, LLC
Per Form ADV
Financial planning
Portfolio management (individuals)
Selection of other advisers
Client types served by the firm
Per Form ADV
Individuals
High Net Worth Individuals
Introduction

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05

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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