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).

By the Numbers
  • Total Assets Under Management
    2,667
    MILLION
  • Total Number of Accounts
    2,513
    ACCOUNTS
  • Average Account Value
    $1,061,401
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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
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.

AZ, CA, CO, CT, DC, FL, GA, IL, MA, MD, ME, NC, NE, NH, NJ, NY, PA, TN, TX, VA, VT

Financial Advisors at H.m. Payson
Showing 1 - 10 of 15 top financial advisors.
1
John S. Beliveau
CRD#: 2044870
One Portland Square, 5th Floor, Portland, ME 04101
96
Wealthminder
score

John Beliveau (CRD# 2044870) 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 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.

2
Joel S. Harris
CRD#: 1028770
One Portland Square, 5th Floor, Portland, ME 04101
96
Wealthminder
score

Joel Harris (CRD# 1028770) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 34 years of experience in the finance industry.

3
Peter E. Robbins
CRD#: 1022085
One Portland Square, 5th Floor, Portland, ME 04101
96
Wealthminder
score

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.

4
Michael R. Currie
CRD#: 2880899
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

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.

5
Daniel M. Lay
CRD#: 1263172
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

Daniel Lay (CRD# 1263172) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 9 years of experience in the finance industry.

6
Thomas M. Pierce
CRD#: 819198
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

Thomas Pierce (CRD# 819198) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 24 years of experience in the finance industry.

7
Shawnee A. Sax
CRD#: 2789054
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

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.

8
John H. Walker
CRD#: 457194
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

John Walker (CRD# 457194) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has over 24 years of experience in the finance industry.

9
Kent A. Whitaker
CRD#: 1290319
One Portland Square, 5th Floor, Portland, ME 04101
93
Wealthminder
score

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.

10
Marion C. Barrow
CRD#: 6267429
One Portland Square, 5th Floor, Portland, ME 04101
90
Wealthminder
score

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.

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