Patricia Barnes, financial advisor Falmouth ME

Patricia Barnes

CRD Number: 2301209
Current Firm: Maine Advisory Associates

Patricia Barnes (CRD# 2301209) is an Investment Advisor Representative working at Maine Advisory Associates in Falmouth, ME and has over 25 years of experience in the finance industry.

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Company Name Location Dates Years
Volk Financial Llc Dba Maine Advisory Associates Falmouth, ME Nov 2020 - Current 3
Maine Advisory Associates, Inc. New Sharon, ME Feb 2006 - Jan 2021 14
Cadaret, Grant & Company, Inc. New Sharon, ME Jan 2010 - Dec 2014 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Apr 1998
S65 NASAA Investment Advisors Law Examination Apr 2006
Contact Info for Patricia Barnes
Phone Number: 207-778-2250
Registered State(s):
  • ME
By the Numbers
  • Total Assets Under Management
    69
    MILLIONS
  • Total Number of Accounts
    447
    ACCOUNTS
  • Average Account Value
    $154,286
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Other
Types of Clients
Registered States

ME, NH

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