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Courtney Hart Walsh

Portland Global Advisors LLC

Portland, ME

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Current Employers
Portland Global Advisors Llc

217 Commercial St Suite 400, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2021-09-28
TX RA APPROVED 2021-09-15
  • ME RA
    APPROVED
    Since 2021-09-28
  • TX RA
    APPROVED
    Since 2021-09-15

Branch Locations

217 Commercial St Suite 400, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wells Fargo Advisors, Llc Portsmouth NH 08/2010 11/2016
Wells Fargo Clearing Services, Llc Portland ME 03/2019 08/2021
Wells Fargo Clearing Services, Llc Portsmouth NH 11/2016 03/2019
Portland Global Advisors, Llc Portland ME 09/2021 Present
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2016-03-07
  • S66 Uniform Combined State Law Examination
    2016-03-07

View on SEC IAPD

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PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
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HARBOR INVESTMENT ADVISORS · PORTLAND, ME
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