H.m. Payson
H.m. Payson (CRD# 2993) is a financial advisory firm headquartered in Portland, ME. They manage $6,751,331,883 in 3,376 accounts and serve the financial needs of clients across 21 states (or territories).
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Total Assets Under Management6,751MILLION
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Total Number of Accounts3,376ACCOUNTS
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Average Account Value$1,999,802
- 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
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.
John Beliveau (CRD# 2044870) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 26 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.
Michael Currie (CRD# 2880899) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 24 years of experience in the finance industry.
Robert Davis (CRD# 6254486) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has 1 year of experience in the finance industry. Robert Davis 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.
James Flower (CRD# 3129412) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 19 years of experience in the finance industry.
Timothy Griffin (CRD# 5252704) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 10 years of experience in the finance industry.
Joel Harris (CRD# 1028770) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 40 years of experience in the finance industry.
David Hines (CRD# 4711307) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has 1 year 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 15 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 30 years of experience in the finance industry.