Elizabeth
Mckay
Penobscot Financial Advisors
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About this Advisor
Elizabeth Mckay is a certified financial planner working in Portland, Maine with 1 year of relevant experience. Mckay is an advisor for Penobscot Financial Advisors. During their career, Mckay has held roles at Coats Financial Planning, Northwestern Mutual, Axly, Project Social / Cherrystones, The Jackson Laboratory, Fisherman'S Wife Cafe, Elysian Energy and Penobscot Financial Advisors. Mckay has a Series 65 license, certifying them as an investment advisor representative, and is approved to operate in Maine. Penobscot Financial Advisors is a business operating out of Portland, ME. The company has a total of eight financial advisors. It handles $331 million in total assets among its 2,053 customer accounts, making it one of the mid-sized firms in the nation by assets under management. Of its 2,053 customer accounts, just 12% belong to high-net-worth investors who have greater than $1 million in assets. The firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, pension consulting services and educational seminars. Fees charged by financial advisors usually depend on the services. However, fees billed by Penobscot Financial Advisors can include some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Penobscot Financial Advisors Brokerage Details
$330,567,172
8
2,053
$161,017
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Educational seminars/workshops
Elizabeth Mckay Work History
Elizabeth has been registered as a financial advisor for 1 years.*
Penobscot Financial Advisors
Coats Financial Planning
Northwestern Mutual
Axly
Project Social / Cherrystones
The Jackson Laboratory
Fisherman'S Wife Cafe
Elysian Energy
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Elizabeth Mckay to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Penobscot Financial Advisors
Portland, ME
Portland, ME
Portland, ME
Bangor, ME
Portland, ME
Portland, ME
Portland, ME
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
