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).

By the Numbers
  • Total Assets Under Management
    6,751
    MILLION
  • Total Number of Accounts
    3,376
    ACCOUNTS
  • Average Account Value
    $1,999,802
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 16 top financial advisors.
1
Marion C. Barrow
CRD#: 6267429
One Portland Square, 5th Floor, Portland, ME 04101

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.

2
John S. Beliveau
CRD#: 2044870
One Portland Square, 5th Floor, Portland, ME 04101

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.

3
Michael R. Currie
CRD#: 2880899
One Portland Square, 5th Floor, Portland, ME 04101

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.

4
Robert M. Davis
CRD#: 6254486
One Portland Square, 5th Floor, Portland, ME 04101

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.

5
James O. Flower
CRD#: 3129412
One Portland Square, 5th Floor, Portland, ME 04101

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.

6
Timothy P. Griffin
CRD#: 5252704
One Portland Square, 5th Floor, Portland, ME 04101

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.

7
Joel S. Harris
CRD#: 1028770
One Portland Square, 5th Floor, Portland, ME 04101

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.

8
David R. Hines
CRD#: 4711307
One Portland Square, 5th Floor, Portland, ME 04101

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.

9
Daniel M. Lay
CRD#: 1263172
One Portland Square, 5th Floor, Portland, ME 04101

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.

10
Thomas M. Pierce
CRD#: 819198
One Portland Square, 5th Floor, Portland, ME 04101

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.

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