ROLAND FOURNIER -LPL REGISTERED PRINCIPAL
President
Roland is the founder and president of Prime Financial and a LPL Registered Principal. He is an Investment Advisor Representative with LPL Financial and a LPL Financial Advisor. He maintains Series 7, 24, 63 & 66 registrations; as well as Life, Health and Variable Annuity Licenses.
With over 34 plus years experience in the financial services industry he has earned a bachelor's degree in education from the University of Maine. Roland views himself as a financial teacher who explains the many investment alternatives and methods available. He then works with his clients to assist them in helping pursue their financial goals. Continually educating himself and transposing that knowledge in helping his clients make life decisions.
By furthering his education, Roland holds credentials as a CFP® (Certified Financial Planner), an CMFC (Certified Mutual Fund Counselor), a ChFC® (Chartered Financial Consultant), and a CLU (Certified Life Underwriter), CASL (Chartered Advisor for Senior Living)*, REBC (Registered Employee Benefits Consultant). He holds a MSFS (Master of Science in Financial Services).
A native of Van Buren, Maine, he currently resides with his wife Esther in China, Maine, He is a member of Kiwanis and active in his church. He enjoys spending time with his three adult daughters, 13 grandchildren. traveling, fishing, boating, bowling and outdoor motorsports.
Roland specializes in providing:
- Wealth Management
- Trust Planning Services
- High Net Worth Investing Options
- Managed Portfolios
- Alternative Investing
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
Alternative investments may not be suitable for all investors and should be considered as an investment for the risk capital portion of the investor’s portfolio. The strategies employed in the management of alternative investments may accelerate the velocity of potential losses.
Roland's Office is located at 753 West River Road in Waterville Maine. Roland may be reached by phone at (1-800) 877-9450.
His email address is roland.fournier@LPL.com
Roland is licensed to business in the following states: Arizona, California, Connecticut, Florida, Georgia, Maine, Massachusetts, Missouri, New Hampshire, New Jersey, New York, North Carolina, North Dakota, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Virginia, Vermont, Washington, West Virginia
*CASL conferred by The American College.