AdvisorOS Directory
Claim Profile
EW

Eric George Woodbury

MEANS INVESTMENT CO., INC.·BANGOR, Maine
Unclaimed Profile
802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 4931203Firm CRD# 2748
01

About

Eric George Woodbury is a registered financial advisor based in BANGOR, Maine, affiliated with MEANS INVESTMENT CO., INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Retirement Planning
Client Types
Individuals
Pension & Retirement Plans
High Net Worth Individuals
Nonprofits & Foundations
03

Firm Overview

Firm
MEANS INVESTMENT CO., INC.
MEANS WEALTH MANAGEMENT
AUM
$977M
Regulatory assets under management
Employees
21
Total firm employees
View all advisors at MEANS INVESTMENT CO., INC. →
Services
Financial planning
Portfolio management (individuals)
Pension consulting
Publication of periodicals/newsletters
Market timing services
Charitable organization or education services
Other
04

Background

Compensation
Percentage of AUM
Hourly charges
Other: PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE
Regulatory
SEC/IARD CRD# 4931203
Firm CRD# 2748
No disclosures on file
View on FINRA BrokerCheck →

Looking for a financial advisor in BANGOR?

Browse all registered financial advisors in BANGOR, Maine or claim this profile if it's yours.

Browse BANGOR AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

Frequently Asked Questions

What services does Eric George Woodbury offer?
Eric George Woodbury specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.
What are Eric George Woodbury's credentials?
Eric George Woodbury is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Eric George Woodbury located?
Eric George Woodbury is based in BANGOR, Maine, working with MEANS INVESTMENT CO., INC.. Their office serves clients in the BANGOR metropolitan area and surrounding communities.
How does Eric George Woodbury charge for services?
Eric George Woodbury's firm is compensated through percentage of aum, hourly charges, other: provide general advice & fin. planning svcs for a negotiated fee. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is MEANS INVESTMENT CO., INC.?
MEANS INVESTMENT CO., INC. has approximately 21 employees and manages $977M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →
Other advisors in BANGOR
Vance Blair Gray — GRAY WEALTH MANAGEMENT, INCJanice Lee Grindle — ALTERITY FINANCIAL GROUP, LLCJeffrey Matthew Chapman — ALTERITY FINANCIAL GROUP, LLCDudley Grindle Gray — ALTERITY FINANCIAL GROUP, LLCJames William Nichols — NICHOLS, JAMES WILLIAM
Nearby cities in Maine
PORTLAND (131)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
PORTLAND GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile