Unclaimed Profile

Paul Banwell Means

MEANS INVESTMENT CO., INC.·BANGOR, Maine

Clean recordMEANS INVESTMENT CO., INC.

802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 330815Firm CRD# 2748

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Paul Banwell Means · BANGOR, ME

Registration

CRD #330815 · MEANS INVESTMENT CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Banwell Means 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.

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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Firm Overview

Firm

MEANS INVESTMENT CO., INC.

MEANS WEALTH MANAGEMENT

AUM

$977M

Regulatory assets under management

Employees

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

Background

Compensation

Percentage of AUM

Hourly charges

Other: PROVIDE GENERAL ADVICE & FIN. PLANNING SVCS FOR A NEGOTIATED FEE

Regulatory

SEC/IARD CRD# 330815

Firm CRD# 2748

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Paul Banwell Means offer?

Paul Banwell Means specializes in Financial Planning, Investment Management, Retirement Planning. Contact their office in BANGOR, Maine for a consultation.

What are Paul Banwell Means's credentials?

Paul Banwell Means is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Paul Banwell Means located?

Paul Banwell Means 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 Paul Banwell Means charge for services?

Paul Banwell Means'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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