UBS Financial Services
47yrs
Top advisor by experience in Portland
17yrs
Patrick Flood
Full name on record: Patrick Benjamin Flood
Financial advisor at Bigelow Investment Advisors
Patrick Flood has worked in the financial industry for 17 years and is a fiduciary financial advisor based in Portland, Maine. Patrick has been with Bigelow Investment Advisors since 2017; before that, Patrick spent eight years at Key Investment Services. Patrick holds the CFP® designation.
One of 398 advisors with offices in Portland, and one of 365 fiduciaries.
At a glance
Experience17 years (since 2009)
How that compares ?More experience than 55% of advisors nationwide
Office2 Monument Square, Portland, ME 04101
How the firm is paid ?Percent of assets, Flat fee
Typical client at the firm ?$1.31 million
Advisors at the firm4
States licensed ?1 state
Services through Bigelow Investment Advisors
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutions
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Series 66Uniform Combined State Law Examination
Career
- 2017 – nowBigelow Investment Advisors, LLCCurrent firm
- 2009 – 2017Key Investment Services LLCPreviously
Questions to ask Patrick
Tailored to Patrick’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Patrick
How do I contact Patrick?
Call Bigelow Investment Advisors at 207-772-2900 and ask for Patrick Flood. Patrick works from the Portland, ME office.
How long has Patrick been a financial advisor?
Patrick has been in the industry since 2009, about 17 years. More experience than 55% of advisors nationwide.
What licenses does Patrick hold?
Series 66. Tap any license on this page to see what it allows.
Is Patrick a fiduciary?
Patrick is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Patrick paid?
Bigelow Investment Advisors reports being paid by a percentage of the assets they manage, flat or fixed fees. Ask Patrick for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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