Best Investors Account Sign in
Current Employers
Milestone Financial Planning, Llc

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

Current Registrations

AuthorityCategoryStatusDate
NH RA APPROVED 2024-03-28
  • NH RA
    APPROVED
    Since 2024-03-28

Branch Locations

7B Emery Lane, Stratham, NH 03885 • United States

3 Executive Park Drive Suite 200, Bedford, NH 03110 • United States

433 Us 1 Unit 205, York, ME 03909 • 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
Norseman Resort Ogunquit ME 06/2017 08/2017
Full-Time Student Wells ME 08/2017 06/2019
Morrison Center Scarborough ME 06/2019 08/2019
Full-Time Student Wells ME 08/2019 06/2021
York Harbor Inn York ME 06/2021 08/2021
Full-Time Student Wells ME 08/2021 12/2021
When Pigs Fly Kittery ME 12/2021 08/2023
Service Credit Union Portsmouth NH 06/2023 08/2023
Milestone Financial Planning, Llc Stratham NH 09/2023 09/2024
Full-Time Student Wells ME 09/2013 06/2017
Milestone Financial Planning, Llc Stratham NH 09/2024 Present
  • 06/2017 → 08/2017
    Norseman Resort
    Ogunquit, ME
  • 08/2017 → 06/2019
    Full-Time Student
    Wells, ME
  • 06/2019 → 08/2019
    Morrison Center
    Scarborough, ME
  • 08/2019 → 06/2021
    Full-Time Student
    Wells, ME
  • 06/2021 → 08/2021
    York Harbor Inn
    York, ME
  • 08/2021 → 12/2021
    Full-Time Student
    Wells, ME
  • 12/2021 → 08/2023
    When Pigs Fly
    Kittery, ME
  • 06/2023 → 08/2023
    Service Credit Union
    Portsmouth, NH
  • 09/2023 → 09/2024
    Stratham, NH
  • 09/2013 → 06/2017
    Full-Time Student
    Wells, ME
  • 09/2024 → Present
    Stratham, NH
Other Businesses

CAMERON BARKER WORKS AS A CPA AT JENNIFER L. CLIMO CPA PC. MR. BARKER ASSISTS IN PREPARING TAX RETURNS FOR INDIVIDUALS AND TRUSTS. ROUGHLY 10 HOURS PER MONTH OF MR. BARKER'S TIME IS SPENT TOWARDS THIS BUSINESS. MR. BARKER DOES NOT RECEIVE COMPENSATION FOR THIS WORK. THIS BUSINESS IS NOT INVESTMENT-RELATED. THIS BUSINESS IS LOCATED AT 68 SANDSTONE DRIVE, BEDFORD, NH 03110.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2024-03-28
  • S65 Uniform Investment Adviser Law Examination
    2024-03-28
Designations

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Stratham, NH

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor