Old Port Advisors
Old Port Advisors (CRD# 108228) is a financial advisory firm headquartered in Portland, ME. They manage $698,391,919 in 2,276 accounts and serve the financial needs of clients across 12 states (or territories).
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Total Assets Under Management698MILLION
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Total Number of Accounts2,276ACCOUNTS
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Average Account Value$306,851
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
CO, FL, GA, MA, ME, NC, NH, NY, PA, SC, TX, VA
Erica Bly (CRD# 5198589) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 15 years of experience in the finance industry.
Lawrence Bowlan (CRD# 1095978) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 32 years of experience in the finance industry.
Ben Daigle (CRD# 4833149) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 19 years of experience in the finance industry.
Francis Davies (CRD# 1158927) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 39 years of experience in the finance industry.
Jason Foster (CRD# 2946937) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 25 years of experience in the finance industry.
Richard Harlow (CRD# 2954298) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 26 years of experience in the finance industry.
Tracy Rogers (CRD# 4178132) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 23 years of experience in the finance industry.
Clifford Ryan (CRD# 1218554) is an Investment Advisor Representative working at Old Port Advisors in Saint Petersburg, FL and has over 38 years of experience in the finance industry.
Fredric Williams (CRD# 712536) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 42 years of experience in the finance industry.
Jake Kenyon (CRD# 6395909) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 9 years of experience in the finance industry.