Old Port Advisors

Old Port Advisors (CRD# 108228) is a financial advisory firm headquartered in Portland, ME. They manage $651,018,800 in 2,213 accounts and serve the financial needs of clients across 12 states (or territories).

By the Numbers
  • Total Assets Under Management
    651
    MILLION
  • Total Number of Accounts
    2,213
    ACCOUNTS
  • Average Account Value
    $294,179
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
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

CO, FL, GA, MA, ME, NC, NH, NY, PA, SC, TX, VA

Financial Advisors at Old Port Advisors
Showing 1 - 10 of 10 top financial advisors.
1
Erica M. Bly
CRD#: 5198589
130 Middle Street, 2nd Floor, Portland, ME 04101

Erica Bly (CRD# 5198589) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 15 years of experience in the finance industry.

2
Lawrence J. Bowlan
CRD#: 1095978
130 Middle Street, 2nd Floor, Portland, ME 04101

Lawrence Bowlan (CRD# 1095978) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 32 years of experience in the finance industry.

3
Ben W. Daigle
CRD#: 4833149
130 Middle Street, 2nd Floor, Portland, ME 04101

Ben Daigle (CRD# 4833149) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 19 years of experience in the finance industry.

4
Francis J. Davies
CRD#: 1158927
130 Middle Street, 2nd Floor, Portland, ME 04101

Francis Davies (CRD# 1158927) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 39 years of experience in the finance industry.

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

Jason Foster (CRD# 2946937) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 25 years of experience in the finance industry.

6
Richard A. Harlow
CRD#: 2954298
130 Middle Street, 2nd Floor, Portland, ME 04101

Richard Harlow (CRD# 2954298) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 26 years of experience in the finance industry.

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

Tracy Rogers (CRD# 4178132) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 23 years of experience in the finance industry.

8
Clifford P. Ryan
CRD#: 1218554
130 Middle Street, 2nd Floor, Portland, ME 04101

Clifford Ryan (CRD# 1218554) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 38 years of experience in the finance industry.

9
Fredric W. Williams
CRD#: 712536
130 Middle Street, 2nd Floor, Portland, ME 04101

Fredric Williams (CRD# 712536) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 42 years of experience in the finance industry.

10
Jake T. Kenyon
CRD#: 6395909
130 Middle Street, 2nd Floor, Portland, ME 04101

Jake Kenyon (CRD# 6395909) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 9 years of experience in the finance industry.

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