Unclaimed Profile

Donna Dubois Mcconnell

HEADINVEST, LLC·PORTLAND, Maine

Clean recordHEADINVEST, LLC

7 CUSTOM HOUSE ST, PORTLAND, ME 04101-4194CRD# 2337529Firm CRD# 140518

Profile Verification

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

Identity

Donna Dubois Mcconnell · PORTLAND, ME

Registration

CRD #2337529 · HEADINVEST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Donna Dubois Mcconnell is a registered financial advisor based in PORTLAND, Maine, affiliated with HEADINVEST, LLC. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

High Net Worth Individuals

Introduction

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Firm Overview

Firm

HEADINVEST, LLC

HEADINVEST

AUM

$898M

Regulatory assets under management

Employees

Total firm employees

View all advisors at HEADINVEST, LLC →

Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Background

Compensation

Percentage of AUM

Hourly charges

Subscription fees

Regulatory

SEC/IARD CRD# 2337529

Firm CRD# 140518

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Donna Dubois Mcconnell offer?

Donna Dubois Mcconnell specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Donna Dubois Mcconnell's credentials?

Donna Dubois Mcconnell is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Donna Dubois Mcconnell located?

Donna Dubois Mcconnell is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Donna Dubois Mcconnell charge for services?

Donna Dubois Mcconnell's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is HEADINVEST, LLC?

HEADINVEST, LLC has approximately 16 employees and manages $898M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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