AdvisorOS Directory
Claim Profile
PA

Paul Harvey Andersen

HEADINVEST, LLC·PORTLAND, Maine
Unclaimed Profile
121 MIDDLE ST, PORTLAND, ME 04101-4194CRD# 5906322Firm CRD# 140518
01

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.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
HEADINVEST, LLC
HEADINVEST
AUM
$898M
Regulatory assets under management
Employees
16
Total firm employees
View all advisors at HEADINVEST, LLC →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5906322
Firm CRD# 140518
No disclosures on file
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 AdvisorsAre you this advisor? Claim profile

Looking to grow your practice?

Coastal Wealth affiliated advisors get enhanced profiles, priority placement, and access to a national client network.

Learn More About Coastal Wealth
05

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 →
Other advisors in PORTLAND
Andrew Jay Walker — GUIDANCE POINT RETIREMENT SERVICES, LLCBenjamin James Smith — GUIDANCE POINT RETIREMENT SERVICES, LLCGeorge William Allen — DAVIS R M INCRichard Anthony Carriuolo — DAVIS R M INCJulianne Hull — GREENBACKER CAPITAL MANAGEMENT LLC
Nearby cities in Maine
BANGOR (22)BRUNSWICK (17)BAR HARBOR (6)FALMOUTH (6)SOUTH PORTLAND (5)
City Guides
BANGOR GuideBRUNSWICK GuideBAR HARBOR GuideFALMOUTH GuideSOUTH PORTLAND Guide
Research
Advisor Fees in MaineNational Fee Analysis
Browse by specialty
Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Request removal of this profile