Unclaimed Profile

Joel Shorey Harris

H. M. PAYSON & CO.·PORTLAND, Maine

Series 6, Series 7, Series 63Clean record23 years registeredH. 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. · 23 years registered

Brand Profile

Not yet started

Career History

H.M. PAYSON

Oct 2002 – present

Registrations & Exams

FINRA examinations passed

Series 6

Series 7

Series 63

Registration record

First registered · October 4, 2002

Years registered · 23

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

H. M. PAYSON & CO.

CRD 2993 · SEC 801-3901

AUM

$7.0B

Regulatory assets under management

Employees

4,017 client accounts

Services offered by H. M. PAYSON & CO.

Per Form ADV

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

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

High Net Worth Individuals

Nonprofits & Foundations

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

Introduction

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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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