Penobscot Financial Advisors

Penobscot Financial Advisors (CRD# 286211) is a financial advisory firm headquartered in Portland, ME. They manage $404,953,462 in 2,260 accounts and serve the financial needs of clients across 10 states (or territories).

By the Numbers
  • Total Assets Under Management
    405
    MILLION
  • Total Number of Accounts
    2,260
    ACCOUNTS
  • Average Account Value
    $179,183
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CT, FL, MA, ME, NH, NY, TX, VT

Financial Advisors at Penobscot Financial Advisors
Showing 1 - 8 of 8 top financial advisors.
1
James E. Bradley
CRD#: 2853577
One Monument Square, Suite 501, Portland, ME 04101

James Bradley (CRD# 2853577) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 26 years of experience in the finance industry.

2
Samuel D. Chaplin
CRD#: 7053342
One Monument Square, Suite 501, Portland, ME 04101

Samuel Chaplin (CRD# 7053342) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 5 years of experience in the finance industry.

3
Tyler J. Hafford
CRD#: 6775738
9 May Street, Bangor, ME 04401

Tyler Hafford (CRD# 6775738) is an Investment Advisor Representative working at Penobscot Financial Advisors in Bangor, ME and has over 6 years of experience in the finance industry.

4
Craig A. Joncas
CRD#: 5630983
One Monument Square, Suite 501, Portland, ME 04101

Craig Joncas (CRD# 5630983) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has over 14 years of experience in the finance industry.

5
Karen E. Kilbride
CRD#: 4717531
One Monument Square, Suite 501, Portland, ME 04101

Karen Kilbride (CRD# 4717531) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry.

6
Jessica Dolmage
CRD#: 7620545
One Monument Square, Suite 501, Portland, ME 04101

Jessica Dolmage (CRD# 7620545) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry.

7
Colby J. Mank
CRD#: 7604867
One Monument Square, Suite 501, Portland, ME 04101

Colby Mank (CRD# 7604867) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry.

8
Rebecca M. Schuman
CRD#: 7791869
One Monument Square, Suite 501, Portland, ME 04101

Rebecca Schuman (CRD# 7791869) is an Investment Advisor Representative working at Penobscot Financial Advisors in Portland, ME and has 1 year of experience in the finance industry.

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