Old Port Advisors, Inc.

Old Port Advisors, Inc. (CRD# 108228) is a financial advisory firm headquartered in Portland, ME. They manage $470,565,118 in 1,637 accounts and serve the financial needs of clients across 11 states (or territories).

By the Numbers
  • Total Assets Under Management
    471
    MILLION
  • Total Number of Accounts
    1,637
    ACCOUNTS
  • Average Account Value
    $287,456
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • 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, CO, FL, MA, ME, NC, NH, NY, PA, TX, VA

Financial Advisors at Old Port Advisors, Inc.
Showing 1 - 10 of 10 top financial advisors.
1
Lawrence J. Bowlan
CRD#: 1095978
130 Middle Street, 2nd Floor, Portland, ME 04101
96
Wealthminder
score

Lawrence Bowlan (CRD# 1095978) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 25 years of experience in the finance industry.

2
Ben W. Daigle
CRD#: 4833149
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Ben Daigle (CRD# 4833149) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 12 years of experience in the finance industry.

3
Francis J. Davies
CRD#: 1158927
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Francis Davies (CRD# 1158927) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 32 years of experience in the finance industry.

4
Stephen L. Eddy
CRD#: 5700940
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Stephen Eddy (CRD# 5700940) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 7 years of experience in the finance industry.

5
Jason E. Foster
CRD#: 2946937
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Jason Foster (CRD# 2946937) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 18 years of experience in the finance industry.

6
Michelle A. Lyon
CRD#: 1297810
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Michelle Lyon (CRD# 1297810) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 30 years of experience in the finance industry.

7
Tracy W. Rogers
CRD#: 4178132
130 Middle Street, 2nd Floor, Portland, ME 04101
93
Wealthminder
score

Tracy Rogers (CRD# 4178132) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 16 years of experience in the finance industry.

8
Christopher V. Walker
CRD#: 4551020
130 Middle Street, 2nd Floor, Portland, ME 04101
81
Wealthminder
score

Christopher Walker (CRD# 4551020) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 14 years of experience in the finance industry.

9
Richard A. Harlow
CRD#: 2954298
130 Middle Street, 2nd Floor, Portland, ME 04101
68
Wealthminder
score

Richard Harlow (CRD# 2954298) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 19 years of experience in the finance industry.

10
Fredric W. Williams
CRD#: 712536
130 Middle Street, 2nd Floor, Portland, ME 04101
58
Wealthminder
score

Fredric Williams (CRD# 712536) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 35 years of experience in the finance industry.

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