Richard Brothers, Financial Advisors

Richard Brothers, Financial Advisors (CRD# 113826) is a financial advisory firm headquartered in South Portland, ME. They manage $104,284,236 in 412 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    104
    MILLION
  • Total Number of Accounts
    412
    ACCOUNTS
  • Average Account Value
    $253,117
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
The map below shows states where this firm has explicit registration only.

FL, MA, ME, NH, TX

Financial Advisors at Richard Brothers, Financial Advisors
Showing 1 - 4 of 4 top financial advisors.
1
Zachary T. Lauzon
CRD#: 5954185
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106

Zachary Lauzon (CRD# 5954185) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 9 years of experience in the finance industry.

2
Laura M. Linscott
CRD#: 6206413
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106

Laura Linscott (CRD# 6206413) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 6 years of experience in the finance industry.

3
Neal P. Richard
CRD#: 2229267
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106

Neal Richard (CRD# 2229267) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 31 years of experience in the finance industry.

4
Randall J. Richard
CRD#: 1800517
50 Donald B. Dean Drive, Suite One, South Portland, ME 04106

Randall Richard (CRD# 1800517) is an Investment Advisor Representative working at Richard Brothers, Financial Advisors in South Portland, ME and has over 36 years of experience in the finance industry.

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