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Designations / CFA charterholders

CFA charterholders in Maine

Chartered Financial Analysts pass three rigorous exams focused on investment analysis and portfolio management.

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33 advisors

R M Davis
42yrs
Brian Noyes
Financial advisor
24 City Center
Portland, ME 04101
Top advisor by experience at R M Davis
CFACIC
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F L Putnam Investment Management
38yrs
Robertson Breed
Financial advisor
5 Widgery Wharf 4th Floor
Portland, ME 04101
Top 5% by experience in Maine
CFA
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Birchbrook
37yrs
Brett Miller
Financial advisor
82 Columbia St
Bangor, ME 04401
Top advisor by experience at Birchbrook
CFA
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Corient
36yrs
Peter Robbins
Financial advisor
1 Portland Square, Suite 500
Portland, ME 04101
Top 5% by experience at Corient
CFA
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Gilbert Capital Group
36yrs
Cass Gilbert
Financial advisor
North Yarmouth, ME
Top 7% by experience in Maine
CFAFiduciary
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Birchbrook
35yrs
Jenifer Butler
Financial advisor
82 Columbia Street
Bangor, ME 04401
Top 7% by experience in Bangor
CFACFP®Fiduciary
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Harbor Investment Advisors
33yrs
Thomas Repeta
Financial advisor
22 Monument Square #401
Portland, ME 04101
Top 11% by experience in Maine
CFAFiduciary
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Corient
33yrs
Noah Petrucci
Financial advisor
1 City Center
Portland, ME 04101
Top 8% by experience at Corient
CFA
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Means Wealth Management
33yrs
Karen Oeser
Financial advisor
802 Stillwater Ave.
Bangor, ME 04401
Top advisor by experience at Means Wealth Management
CFA
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Corient
31yrs
John Beliveau
Financial advisor
1 Portland Square, Suite 500
Portland, ME 04101
Top 11% by experience at Corient
CFACFP®Fiduciary
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R M Davis
30yrs
Michael Wood
Financial advisor
24 City Center
Portland, ME 04101
Top 14% by experience at R M Davis
CFA
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Penobscot Financial Advisors
30yrs
James Bradley
Financial advisor
One Monument Square Suite 501
Portland, ME 04101
Top advisor by experience at Penobscot Financial Advisors
CFACFP®Fiduciary
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Portland Financial Planning Group
28yrs
Brian Dietz
Financial advisor
511 Congress Street, Suite 804
Portland, ME 04101
Top 20% by experience nationwide
CFACFP®
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Clearstead; Clearstead Advisory Solutions
28yrs
William Hall
Financial advisor
One Union Street
Portland, ME 04101
Top 20% by experience at Clearstead; Clearstead Advisory Solutions
CFACFP®
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R M Davis
24yrs
Dana Mitiguy
Financial advisor
24 City Center
Portland, ME 04101
More experience than 70% of advisors nationwide
CFAPlanningInvesting
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Corient
23yrs
David Hines
Financial advisor
One City Center
Portland, ME 04101
Top 24% by experience at Corient
CFA
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Foundations Investment Advisors
22yrs
Benjamin Dzialo
Financial advisor
77 Water Street
Hallowell, ME 04347
Top advisor by experience in Hallowell
CFA
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Drach Advisors
20yrs
Robert Drach
Financial advisor
Blue Hill, ME
More experience than 62% of advisors nationwide
CFAFiduciaryFee-only firm
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Parkwoods Wealth Partners
20yrs
Robert French
Financial advisor
Portland, ME
More experience than 63% of advisors at Parkwoods Wealth Partners
CFAFiduciary
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Flying Point Advisors
18yrs
Michael Perna
Financial advisor
Freeport, ME
More experience than 56% of advisors nationwide
CFAFiduciary
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Cornerstone Wealth Planning
17yrs
Jon-Wesley Davis
Financial advisor
49 Farm View Dr. Suite 302
New Gloucester, ME 04260
More experience than 53% of advisors nationwide
CFAFiduciary
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Hightower Advisors
16yrs
Christopher Lyford
Financial advisor
One Monument Square Suite 601
Portland, ME 04101
More experience than 53% of advisors at Hightower Advisors
CFAPlanningInvesting
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