Richard Brothers, Financial Advisors

Richard Brothers, Financial Advisors (CRD# 113826) is a financial advisory firm headquartered in South Portland, ME. They manage $59,124,490 in 368 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    59
    MILLION
  • Total Number of Accounts
    368
    ACCOUNTS
  • Average Account Value
    $160,664
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
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)
  • Other
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.

FL, ME, NH

Financial Advisors at Richard Brothers, Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Neal P. Richard
CRD#: 2229267
236 Gannett Drive Suite Two, South Portland, ME 04106
93
Wealthminder
score

Neal Richard (CRD# 2229267) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 24 years of experience in the finance industry.

2
Randall J. Richard
CRD#: 1800517
236 Gannett Drive Suite Two, South Portland , ME 04106
93
Wealthminder
score

Randall Richard (CRD# 1800517) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland , ME and has over 28 years of experience in the finance industry.

3
Keith C. McNamara
CRD#: 6117492
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106
90
Wealthminder
score

Keith McNamara (CRD# 6117492) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 3 years of experience in the finance industry.

4
Zachary T. Lauzon
CRD#: 5954185
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106
88
Wealthminder
score

Zachary Lauzon (CRD# 5954185) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has 1 year of experience in the finance industry.

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