Unclaimed Profile

Joel Shorey Harris

H. M. PAYSON & CO.·PORTLAND, Maine

Clean recordH. M. PAYSON & CO.

ONE PORTLAND SQUARE, 5TH FLOOR, PORTLAND, ME 04101CRD# 1028770Firm CRD# 2993

Profile Verification

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

Identity

Joel Shorey Harris · PORTLAND, ME

Registration

CRD #1028770 · H. M. PAYSON & CO.

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Joel Shorey Harris is a registered financial advisor based in PORTLAND, Maine, affiliated with H. M. PAYSON & CO.. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Financial Planning

Investment Management

Wealth Management

Client Types

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

Introduction

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Firm Overview

Firm

H. M. PAYSON & CO.

H.M. PAYSON

AUM

$7.0B

Regulatory assets under management

Employees

Total firm employees

View all advisors at H. M. PAYSON & CO. →

Services

Financial planning

Portfolio management (individuals)

Portfolio management (pooled investments)

Selection of other advisers

Publication of periodicals/newsletters

Market timing services

Charitable organization or education services

Background

Compensation

Percentage of AUM

Subscription fees

Regulatory

SEC/IARD CRD# 1028770

Firm CRD# 2993

View on FINRA BrokerCheck →

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Frequently Asked Questions

What services does Joel Shorey Harris offer?

Joel Shorey Harris specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Joel Shorey Harris's credentials?

Joel Shorey Harris is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Joel Shorey Harris located?

Joel Shorey Harris is based in PORTLAND, Maine, working with H. M. PAYSON & CO.. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Joel Shorey Harris charge for services?

Joel Shorey Harris's firm is compensated through percentage of aum, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is H. M. PAYSON & CO.?

H. M. PAYSON & CO. has approximately 33 employees and manages $7.0B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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