H.m. Payson
H.m. Payson (CRD# 2993) is a financial advisory firm headquartered in Portland, ME. They manage $2,667,299,553 in 2,513 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management2,667MILLION
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Total Number of Accounts2,513ACCOUNTS
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Average Account Value$1,061,401
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, TN, TX, VA, VT
John Beliveau (CRD# 2044870) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 21 years of experience in the finance industry. John Beliveau has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joel Harris (CRD# 1028770) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 35 years of experience in the finance industry.
Peter Robbins (CRD# 1022085) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 26 years of experience in the finance industry.
Michael Currie (CRD# 2880899) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 19 years of experience in the finance industry.
Daniel Lay (CRD# 1263172) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 10 years of experience in the finance industry.
Thomas Pierce (CRD# 819198) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 25 years of experience in the finance industry.
Shawnee Sax (CRD# 2789054) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 20 years of experience in the finance industry.
John Walker (CRD# 457194) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 25 years of experience in the finance industry.
Kent Whitaker (CRD# 1290319) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 17 years of experience in the finance industry.
Marion Barrow (CRD# 6267429) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has 1 year of experience in the finance industry. Marion Barrow has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.