Financial advisors in Portland, ME

64 match · page 2 of 3

James Flower
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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James Nylund
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Jessie Tierney
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
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Jill Hibyan
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Joel Gold
Financial advisor at The Gold Company
The Gold Company · $17.1M AUM
CFP®VerifiedFinancial planning
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John Beliveau
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
John Leonard
Financial advisor at R M Davis Inc
R M Davis Inc · $8.15B AUM
CFP®VerifiedFinancial planning
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Jonathan Koperniak
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
CFP®VerifiedFinancial planning
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Joseph Powers
Financial advisor at Great Diamond Partners, LLC
Great Diamond Partners, LLC · $804.1M AUM
CFP®VerifiedFinancial planning
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Joshua Chase
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Karen Winslow
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Katherine Storey
Financial advisor at Strategic Advisers LLC
Strategic Advisers LLC · $1.37T AUM
CFP®VerifiedFinancial planning
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Katie Exchange
Financial advisor at Captrust
Captrust · $1.24T AUM
CFP®VerifiedFinancial planning
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Kris Rosado
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
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Lucas Desmond
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Margaret Reinfried
Financial advisor at Corient
Corient · $165.25B AUM
CFP®VerifiedFinancial planning
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Matthew Huckins
Financial advisor at Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC · $555.2M AUM
CFP®VerifiedFinancial planning
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Michael Melo
Financial advisor at Morgan Stanley
Morgan Stanley · $1.96T AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Michael Robichaud
Financial advisor at UBS Financial Services Inc.
UBS Financial Services Inc. · $915.79B AUM
CFP®VerifiedFinancial planning
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Michele Giroux
Financial advisor at Commonwealth Financial Network
Commonwealth Financial Network · $212.66B AUM
CFP®VerifiedFinancial planning
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Nathan Hubbard
Financial advisor at Penobscot Financial Advisors
Penobscot Financial Advisors · $544.5M AUM
CFP®VerifiedFinancial planning
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Nellie Methot
Financial advisor at Janney Montgomery Scott LLC
Janney Montgomery Scott LLC · $110.11B AUM
CFP®VerifiedFinancial planning
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Patrick Flood
Financial advisor at Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC · $555.2M AUM
CFP®VerifiedFinancial planning
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Racquel Tibbetts
Financial advisor at Bigelow Investment Advisors, LLC
Bigelow Investment Advisors, LLC · $555.2M AUM
CFP®VerifiedFinancial planning
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Ralph Good
Financial advisor at Steward Partners Investment Advisory, LLC
Steward Partners Investment Advisory, LLC · $36.73B AUM
CFP®VerifiedFinancial planning
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Rebecca Schuman
Financial advisor at Penobscot Financial Advisors
Penobscot Financial Advisors · $544.5M AUM
CFP®VerifiedFinancial planning
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Robert Davis
Financial advisor at H.m. Payson
H.m. Payson · $9.09B AUM
CFP®VerifiedFinancial planning
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Sara Casale
Financial advisor at Cornerstone Financial Planning, LLC
Cornerstone Financial Planning, LLC · $400.7M AUM
CFP®VerifiedFinancial planning
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Scott Mazuzan
Financial advisor at F L Putnam Investment Management Co.
F L Putnam Investment Management Co. · $9.72B AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗
Scott Whytock
Financial advisor at August Wealth Management
August Wealth Management · $30.4M AUM
CFP®VerifiedFinancial planning
View page Check on SEC IAPD ↗

How this list works

Facts, not ratings. Where each advisor works, their firm, and their CFP® certification come from public SEC records (Form ADV and the SEC's adviser database), updated weekly. There are no reviews or star ratings.
No one pays to be here, or to rank higher. Advisors who've claimed their Advicer.bio page come first, because they're the ones who can answer a message. Then verified advisors, then CFP® professionals, then A to Z.
Check before you hire. Every advisor has a link to their SEC record, with their registrations and any disclosures.
This isn't advice or a recommendation of any advisor. It's a starting point.

Before you hire an advisor in Portland, ME

Look up their record. The SEC link on each advisor shows where they've worked, their registrations and any disciplinary disclosures.
Read the firm's brochure. Every registered firm files a Form ADV Part 2 that explains its services, fees and conflicts of interest in plain language.
Ask how they're paid. A flat fee, a percentage of assets, hourly, or commissions on products. Each one changes what you pay and what they recommend.
Ask whether they act as a fiduciary for all of your accounts, all of the time, and get the answer in writing.
Check the fit. Ask who they usually work with, what's included, and how often you'll talk. A first meeting is usually free.

Are you an advisor? Claim your page so people looking for an advisor near you can reach you. It's free.

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Financial advisors in Portland, ME.

How this list works

Before you hire an advisor in Portland, ME