Financial ADVSR advisor directory · SEC adviser records
Old Port Advisors financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a Old Port Advisors office in Portland, A to Z.
The short answer
10 registered advisors work at Old Port Advisors in Portland, out of 10 at the firm nationwide; it ranks number 11 in the city by advisors. 0 list the CFP designation and 0 are also registered broker representatives.
Old Port Advisors advisors in Portland, A to Z
Every Old Port Advisors advisor →- Erica M. BlyInvestment adviser rep
- Lawrence J. BowlanChartered Financial Consultant
- Ben W. DaigleInvestment adviser rep
- Francis J. Davies IIIInvestment adviser rep
- Jason E. FosterInvestment adviser rep
- Dylan FrankChartered Financial Analyst
- Richard A. Harlow IIIInvestment adviser rep
- Jake T. KenyonInvestment adviser rep
- Nan M. PendletonInvestment adviser rep
- Fredric W. WilliamsInvestment adviser rep
Old Port Advisors advisors in every city and state →Old Port Advisors: assets, clients and custodians →Advisor Moves: who changed firms this week →
Other firms in Portland
All Portland advisors →Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22R M Davis Inc. 20Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10
Questions
How many financial advisors does Old Port Advisors have in Portland?
10 investment adviser representatives are registered at Old Port Advisors offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 10 nationwide. 0 list the CFP designation and 0 are also registered as broker representatives.
Is Old Port Advisors one of the largest advisor employers in Portland?
Old Port Advisors ranks number 11 in Portland by registered advisors; Morgan Stanley has the most, with 39.
How do I check a Old Port Advisors advisor in Portland?
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 Old Port Advisors office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.