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Racquel Heath Tibbetts

Bigelow Investment Advisors, LLC

Portland, ME

Portland, ME

CRD 7269856

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Employer firm

Bigelow Investment Advisors, LLC CRD 143733

$555M regulatory AUM 7 advisory clients

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (institutions)

From the firm’s Form ADV. Read the guides:

Current Employers
Bigelow Investment Advisors, Llc

2 Monument Square Suite 701, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2020-07-15
  • ME RA
    APPROVED
    Since 2020-07-15

Branch Locations

4 Moulton Street, Portland, ME 04101 • United States

2 Monument Square Suite 701, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Key Bank, Na Portland ME 06/2001 06/2020
Bigelow Investment Advisors, Llc Portland ME 01/2022 Present
Bigelow Investment Advisors, Llc Portland ME 06/2020 12/2021
Designations
  • Certified Financial Planner

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

More in Portland, ME

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