Financial ADVSR advisor directory · SEC adviser records
Financial advisors in Port Clyde, ME
Every SEC-registered investment adviser representative at a firm office in Port Clyde, with the firms that employ the most of them.
The short answer
2 registered advisors work in Port Clyde; the most are at Latitude Financial Planning LLC (1). 0 list the CFP designation and 0 are also registered broker representatives.
Firms with the most advisors in Port Clyde
| Firm | Advisors in Port Clyde |
|---|---|
| Latitude Financial Planning LLC | 1 |
| Marshall Point Advisors LLC | 1 |
Advisors in Port Clyde, A to Z
Search all of Maine →- Evelyn S. BlumMarshall Point Advisors LLC
- Jeffrey F. SchroederLatitude Financial Planning LLC
Other cities in Maine
All of Maine →Portland 358Bangor 79Falmouth 60Scarborough 41South Portland 31Waterville 28Lewiston 24Auburn 18Brunswick 17Augusta 16Camden 15Westbrook 15Kennebunk 14Biddeford 13Saco 13Yarmouth 11Bar Harbor 10Presque Isle 10Ellsworth 9Wells 9York 9Cumberland Foreside 8Gardiner 8Kittery 8
Questions
How many financial advisors are in Port Clyde, ME?
2 investment adviser representatives are registered at firm offices in Port Clyde, Maine, according to the SEC's Investment Adviser Public Disclosure records. 0 of them are also registered as broker representatives, and 0 list the CFP designation.
Which firm has the most financial advisors in Port Clyde?
Latitude Financial Planning LLC, with 1 registered advisors in Port Clyde, followed by Marshall Point Advisors LLC with 1.
How do I check a financial advisor in Port Clyde?
Each advisor below links to a profile with their firm, registrations, exams 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 firm office they're registered at; an advisor registered at offices in more than one city appears in each. Broker-only representatives (FINRA BrokerCheck) aren't included. Moving firms? See who's moving this week, compare payouts by firm or value a recruiting offer.