Financial ADVSR advisor directory · SEC adviser records
Maine Advisory Associates financial advisors in Maine
Every SEC-registered investment adviser representative at a Maine Advisory Associates office in Maine, by city and A to Z.
The short answer
3 registered advisors work at Maine Advisory Associates in Maine, out of 3 nationwide; it's the firm's number 1 state by advisors, and the most are in Falmouth (2). 1 list the CFP designation and 0 are also registered broker representatives.
Maine Advisory Associates advisors by city in Maine
Every firm in Maine →Maine Advisory Associates advisors in Maine, A to Z
Search by name →- Patricia BarnesFalmouth
- Michelle M. LambFalmouth · Certified Financial Planner
- Kimberly L. VolkPortland
Maine Advisory Associates advisors in every state →Maine Advisory Associates: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Maine Advisory Associates financial advisors are in Maine?
3 investment adviser representatives are registered at Maine Advisory Associates offices in Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 3 at the firm nationwide. 1 list the CFP designation and 0 are also registered as broker representatives.
Where in Maine does Maine Advisory Associates have the most advisors?
Falmouth, with 2, then Portland (1). Maine Advisory Associates has advisors in 2 cities in Maine.
How do I check a Maine Advisory Associates 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 Maine Advisory Associates office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.