Elder Planning Advisors Of Maine, Inc.

Elder Planning Advisors Of Maine, Inc. (CRD# 120826) is a financial advisory firm headquartered in South Portland, ME. They manage $40,562,232 in 111 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    41
    MILLION
  • Total Number of Accounts
    111
    ACCOUNTS
  • Average Account Value
    $365,426
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
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

ME

Financial Advisors at Elder Planning Advisors Of Maine, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Clifford P. Ryan
CRD#: 1218554
1006 Broadway, South Portland, ME 04106
96
Wealthminder
score

Clifford Ryan (CRD# 1218554) is an Investment Advisor Representative working at Elder Planning Advisors Of Maine, Inc. in South Portland, ME and has over 30 years of experience in the finance industry.

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