Unclaimed Profile

Paul Harvey Andersen

HEADINVEST, LLC·PORTLAND, Maine

Clean recordHEADINVEST, LLC

121 MIDDLE ST, PORTLAND, ME 04101-4194CRD# 5906322Firm CRD# 140518

Profile Verification

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

Identity

Paul Harvey Andersen · PORTLAND, ME

Registration

CRD #5906322 · HEADINVEST, LLC

Brand Profile

Not yet started

Disclosure history

Clean record · no disclosure events on file

About

Paul Harvey Andersen 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

Speak with Paul

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

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

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# 5906322

Firm CRD# 140518

View on FINRA BrokerCheck →

Looking for a financial advisor in PORTLAND?

Browse all registered financial advisors in PORTLAND, Maine or claim this profile if it's yours.

Browse PORTLAND Advisors Are you this advisor? Claim profile

Frequently Asked Questions

What services does Paul Harvey Andersen offer?

Paul Harvey Andersen specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in PORTLAND, Maine for a consultation.

What are Paul Harvey Andersen's credentials?

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

Where is Paul Harvey Andersen located?

Paul Harvey Andersen is based in PORTLAND, Maine, working with HEADINVEST, LLC. Their office serves clients in the PORTLAND metropolitan area and surrounding communities.

How does Paul Harvey Andersen charge for services?

Paul Harvey Andersen'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.

Not sure what to look for in an advisor?

Try our free Advisor Match Quiz →