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Eric George Woodbury

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

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Eric George Woodbury · BANGOR, ME
Registration
CRD #4931203 · MEANS INVESTMENT CO., INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
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
Introduction

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03

Firm Overview

Firm
MEANS INVESTMENT CO., INC.
MEANS WEALTH MANAGEMENT
AUM
$977M
Regulatory assets under management
Employees
21
Total firm employees
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
View on FINRA BrokerCheck →

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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.
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