Lisa Demers, financial advisor Portland ME

Lisa Demers

CRD Number: 2536000
Current Firm: Great Diamond Partners, LLC

Lisa Demers (CRD# 2536000) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 29 years of experience in the finance industry.

Similar Advisors
Naveed Ahmady, financial advisor Portland ME
Naveed A. Ahmady
CRD# 6528663
Ubs Financial Services Inc.
Similar Advisors
Geoffrey Alexander, financial advisor Portland ME
Geoffrey K. Alexander
CRD# 2883211
R M Davis Inc.
Similar Advisors
Joseph Alvarez, financial advisor Portland ME
Joseph M. Alvarez
CRD# 4862526
Commonwealth Financial Network
Company Name Location Dates Years
Purshe Kaplan Sterling Investments Albany, NY Jul 2021 - Current 2
Great Diamond Partners, LLC Portland, ME Jun 2021 - Current 2
Ubs Financial Services Inc. Portland, ME Nov 2016 - May 2021 4
Aries Wealth Management, LLC Portland, ME Aug 2015 - Nov 2016 1
Ubs Financial Services Inc. Portland, ME Feb 1994 - Aug 2015 21
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1994
S66 NASAA Uniform Combined State Law Examination Oct 2002
Contact Info for Lisa S. Demers
Phone Number: 207-274-2500
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    649
    MILLIONS
  • Total Number of Accounts
    1,619
    ACCOUNTS
  • Average Account Value
    $400,941
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
  • Other
Types of Clients
Registered States

CO, FL, MA, ME, NH, TX

Ready to hire a financial advisor? Get competitive proposals from Lisa Demers and other advisors.
BADGES

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.