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Financial ADVSR advisor directory · SEC adviser records

Headinvest financial advisors in Maine

Every SEC-registered investment adviser representative at a Headinvest office in Maine, by city and A to Z.

The short answer

7 registered advisors work at Headinvest in Maine, out of 7 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (7). 0 list the CFP designation and 0 are also registered broker representatives.

Headinvest advisors by city in Maine

Every firm in Maine →

Portland 7

Headinvest advisors in Maine, A to Z

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Headinvest advisors in every state →Headinvest: assets, clients and custodians →Advisor Moves: who changed firms this week →

Questions

How many Headinvest financial advisors are in Maine?

7 investment adviser representatives are registered at Headinvest offices in Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 7 at the firm nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.

Where in Maine does Headinvest have the most advisors?

Portland, with 7. Headinvest has advisors in 1 city in Maine.

How do I check a Headinvest advisor in Maine?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the Headinvest office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.