Curtis James Worcester
Investment Adviser Representative at Guidance Point Advisors, LLC
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Curtis James Worcester is an investment adviser representative in Bangor, ME, currently registered with Guidance Point Advisors, LLC and Guidance Point Retirement Services, LLC. They have worked in the securities industry since 2021. They have passed the Series 65 (investment adviser) exam. They are registered to provide investment advice in Maine.
Office
Advisors at this office: 2
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Maine
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Guidance Point Retirement Services, LLCMar 2019 – no end date reportedBangor, ME
- The Advertising Specialists of MaineMay 2017 – Mar 2019Bangor, ME
- Northern Light Health (Formerly Eastern Maine Healthcare System)Jan 2017 – Apr 2017Brewer, ME
- Husson UniversitySep 2014 – Dec 2016Bungor, ME
- Guidance Point Retirement Services, LLCJan 2021 – no end date reportedBangor, ME
- Guidance Point Advisors, LLCFeb 2021 – no end date reportedBangor, ME
Official records & sources
Data as of August 11, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About Guidance Point Advisors, LLC
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
- Firm account minimum
- $250,000
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Unknown
Client types the firm serves
Unknown
Firm assets under management
Unknown
- Firm disclosures (Form ADV)
- Unknown
Source: firm Form ADV filing
Similar advisors in Bangor, ME
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Curtis James Worcester has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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