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Clifford Patrick Ryan

ELDER PLANNING ADVISORS OF MAINE, INC.·SOUTH PORTLAND, Maine
Clean recordELDER PLANNING ADVISORS OF MAINE, INC.
1006 BROADWAY, SOUTH PORTLAND, ME 04106-4205CRD# 1218554Firm CRD# 120826

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Clifford Patrick Ryan · SOUTH PORTLAND, ME
Registration
CRD #1218554 · ELDER PLANNING ADVISORS OF MAINE, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Clifford Patrick Ryan is a registered financial advisor based in SOUTH PORTLAND, Maine, affiliated with ELDER PLANNING ADVISORS OF MAINE, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Client Types
Individuals
High Net Worth Individuals
Introduction

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03

Firm Overview

Firm
ELDER PLANNING ADVISORS OF MAINE, INC.
ELDER PLANNING ADVISORS OF MAINE, INC.
AUM
$29M
Regulatory assets under management
Employees
1
Total firm employees
View all advisors at ELDER PLANNING ADVISORS OF MAINE, INC. →
Services
Financial planning
Portfolio management (individuals)
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 1218554
Firm CRD# 120826
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Clifford Patrick Ryan offer?
Clifford Patrick Ryan specializes in Financial Planning, Investment Management. Contact their office in SOUTH PORTLAND, Maine for a consultation.
What are Clifford Patrick Ryan's credentials?
Clifford Patrick Ryan is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Clifford Patrick Ryan located?
Clifford Patrick Ryan is based in SOUTH PORTLAND, Maine, working with ELDER PLANNING ADVISORS OF MAINE, INC.. Their office serves clients in the SOUTH PORTLAND metropolitan area and surrounding communities.
How does Clifford Patrick Ryan charge for services?
Clifford Patrick Ryan'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 ELDER PLANNING ADVISORS OF MAINE, INC.?
ELDER PLANNING ADVISORS OF MAINE, INC. has approximately 1 employees and manages $29M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Nearby cities in Maine
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Research
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