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Financial ADVSR advisor directory · SEC adviser records

Financial advisors in York, ME

Every SEC-registered investment adviser representative at a firm office in York, with the firms that employ the most of them.

11 registered advisors work in York; the most are at Edward Jones (2). 0 list the CFP designation and 7 are also registered broker representatives.

Firms with the most advisors in York

FirmAdvisors in York
Edward Jones news2
Milestone Financial Planning, LLC2
Blueline Advisors1
Cambridge Investment Research Advisors, Inc. news1
Kingfisher Capital Management LLC1
LPL Financial LLC news1
Morgan Stanley news1
Strategic Advisers LLC1
UBS Financial Services Inc. news1

Advisors in York, A to Z

Search all of Maine →

Other cities in Maine

All of Maine →

Portland 387Bangor 84Falmouth 65Scarborough 43South Portland 32Waterville 28Lewiston 24Auburn 20Camden 18Augusta 17Brunswick 17Biddeford 16Kennebunk 16Westbrook 16Saco 13Yarmouth 13Bar Harbor 11Ellsworth 10Presque Isle 10Wells 10Cumberland Foreside 9Kittery 9Gardiner 8North Yarmouth 8

Questions

How many financial advisors are in York, ME?

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

Which firm has the most financial advisors in York?

Edward Jones, with 2 registered advisors in York, followed by Milestone Financial Planning, LLC with 2.

How do I check a financial advisor in York?

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.