Curtis James Worcester
Investment adviser representative at Guidance Point Retirement Services, LLC
12 yearsExperience
1 stateRegistered in
$85.4MFirm assets
14 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assetsHourlyFixed or flat fee
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Portfolio management
- Pension consulting
- Seminars and workshops
Experience
12 years in the industry.
- Guidance Point Advisors, LLCFeb 2021 to now
- Guidance Point Retirement Services, LLCMar 2019 to now
- The Advertising Specialists of MaineMay 2017 to Mar 2019
- Northern Light Health (formerly Eastern Maine Healthcare System)Jan 2017 to Apr 2017
- Husson UniversitySep 2014 to Dec 2016
Exams passed
- Series 65 · Uniform Investment Adviser Law2021
State registrations
Registered as an investment adviser representative in 1 state (ME).
Guidance Point Retirement Services, LLC
$85.4MAssets managed
7Clients
7Advisers
14 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 7210487
- Firm CRD
- 161000