Financial ADVSR advisor directory · SEC adviser records
Penobscot Financial Advisors financial advisors in Maine
Every SEC-registered investment adviser representative at a Penobscot Financial Advisors office in Maine, by city and A to Z.
The short answer
8 registered advisors work at Penobscot Financial Advisors in Maine, out of 8 nationwide; it's the firm's number 1 state by advisors, and the most are in Portland (7). 5 list the CFP designation and 0 are also registered broker representatives.
Penobscot Financial Advisors advisors by city in Maine
Every firm in Maine →Penobscot Financial Advisors advisors in Maine, A to Z
Search by name →- James E. Bradley IIIPortland · Certified Financial Planner, Chartered Financial Analyst
- Samuel D. ChaplinPortland
- Yelshaday T. GebreselassiePortland
- Tyler J. HaffordBangor
- Nathan C. HubbardPortland · Certified Financial Planner
- Craig A. JoncasPortland · Certified Financial Planner
- Elizabeth S. McKayPortland · Certified Financial Planner
- Rebecca M. SchumanPortland · Certified Financial Planner
Penobscot Financial Advisors advisors in every state →Penobscot Financial Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Questions
How many Penobscot Financial Advisors financial advisors are in Maine?
8 investment adviser representatives are registered at Penobscot Financial Advisors offices in Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 8 at the firm nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Where in Maine does Penobscot Financial Advisors have the most advisors?
Portland, with 7, then Bangor (1). Penobscot Financial Advisors has advisors in 2 cities in Maine.
How do I check a Penobscot Financial Advisors 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 Penobscot Financial Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included.