Financial advisors in South Portland, ME

33 advisors · page 1 of 2

Carl Hanson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
CFP®VerifiedFinancial planning
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Christopher Chouinard
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
CFP®VerifiedFinancial planning
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Donovan Ingle
Financial advisor at Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC · $444.9M AUM
CFP®VerifiedFinancial planning
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Gerrit Petersons
Financial advisor at Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC · $444.9M AUM
CFP®VerifiedFinancial planning
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Jeremy Urquhart
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
CFP®VerifiedFinancial planning
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Laura Linscott
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Mark Roberts
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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Peter Metcalf
Financial advisor at Independent Advisor Alliance, LLC
Independent Advisor Alliance, LLC · $17.23B AUM
CFP®VerifiedFinancial planning
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Tracey Daigle
Financial advisor at Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC · $444.9M AUM
CFP®VerifiedFinancial planning
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Wesley McNeillie
Financial advisor at Robinson Smith Wealth Advisors, LLC
Robinson Smith Wealth Advisors, LLC · $444.9M AUM
CFP®VerifiedFinancial planning
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Zachary Lauzon
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
CFP®VerifiedFinancial planning
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Andrew Snider
Financial advisor at Maiden Cove Capital
Maiden Cove Capital · $153.7M AUM
VerifiedFinancial planning
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Christopher Hoglund
Financial advisor at Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith Incorporated · $1.78T AUM
Verified
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Clifford Ryan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Colby Perigo
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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David Hanson
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
View page Check on SEC IAPD ↗
Donald Duffy
Financial advisor at Mml Investors Services, LLC
Mml Investors Services, LLC · $115.64B AUM
VerifiedFinancial planning
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Elizabeth Stockwell
Financial advisor at Cambridge Investment Research Advisors, Inc.
Cambridge Investment Research Advisors, Inc. · $138.69B AUM
VerifiedFinancial planning
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Janet Connolly
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Jason Seymour
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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Jennifer Kimborowicz
Financial advisor at Edward Jones
Edward Jones · $1.01T AUM
VerifiedFinancial planning
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John Curran
Financial advisor at Abbington Investment Group, LLC
Abbington Investment Group, LLC · $202.1M AUM
Verified
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Mark Gosselin
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
VerifiedFinancial planning
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Peter Fendler
Financial advisor at Global Retirement Partners LLC
Global Retirement Partners LLC · $169.58B AUM
VerifiedFinancial planning
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Peter Van Dessel
Financial advisor at Abbington Investment Group, LLC
Abbington Investment Group, LLC · $202.1M AUM
Verified
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Randall Richard
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
VerifiedFinancial planning
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Randall Smith
Financial advisor at Ameriprise Financial Services, LLC
Ameriprise Financial Services, LLC · $660.47B AUM
VerifiedFinancial planning
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Sandra Bailey
Financial advisor at Cetera Investment Advisers LLC
Cetera Investment Advisers LLC · $256.81B AUM
VerifiedFinancial planning
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Shaun Sullivan
Financial advisor at Lpl Financial LLC
LPL Financial LLC · $819.12B AUM
VerifiedFinancial planning
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Smit Desai
Financial advisor at Savant Wealth Management
Savant Wealth Management · $55.61B AUM
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 South 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.

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Financial advisors in South Portland, ME.

How this list works

Before you hire an advisor in South Portland, ME