Unclaimed Profile

Zachary Paul Means

MEANS INVESTMENT CO., INC.·BANGOR, Maine

Clean recordMEANS INVESTMENT CO., INC.

802 STILLWATER AVE., BANGOR, ME 04401-3614CRD# 5002275Firm CRD# 2748

Profile Verification

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

Identity

Zachary Paul Means · BANGOR, ME

Registration

CRD #5002275 · MEANS INVESTMENT CO., INC.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Zachary Paul 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

Speak with Zachary

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Zachary is the right fit? Take our 2-minute quiz →

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# 5002275

Firm CRD# 2748

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 Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Zachary Paul Means offer?

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

What are Zachary Paul Means's credentials?

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

Where is Zachary Paul Means located?

Zachary Paul 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 Zachary Paul Means charge for services?

Zachary Paul 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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →