Best Investors Account Sign in
Inactive

Joel Shorey Harris

H.M. Payson

Portland, ME

CRD 1028770

Claim This Profile
Employer firm

H.m. Payson CRD 2993

$9.09B regulatory AUM

Reported services (Item 5G)

  • Financial planning
  • Portfolio management (individuals)
  • Portfolio management (investment companies)
  • Portfolio management (institutions)
  • Pension consulting
  • Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

Current Employers
H.M. Payson

One City Center, Ste 211, Portland, ME 04101 • United States

Current Registrations

AuthorityCategoryStatusDate
ME RA APPROVED 2002-10-04
  • ME RA
    APPROVED
    Since 2002-10-04

Branch Locations

One City Center, Ste 211, 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
H. M. Payson & Co. Portland ME 08/1995 Present
  • 08/1995 → Present
    H. M. Payson & Co.
    Portland, ME
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 1982-03-23
  • S63 Uniform Securities Agent State Law Examination
    1982-03-23
Designations
  • Chartered Financial Analyst

View on SEC IAPD

Nearby Firms

PORTLAND FINANCIAL PLANNING GROUP
J.P. MORGAN SECURITIES LLC
GREAT DIAMOND PARTNERS, LLC

Nearby Investors

BRIAN LUTHER DIETZ
William Emmet
JOHN MARSHALL PIPER

Nearby Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME
J.P. MORGAN SECURITIES LLC · Portland, ME

More in Portland, ME

Reviews
No reviews yet

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor