John
Beliveau

H.M. Payson

CRD#2044870
Investment Advisor
in Portland, ME

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About this Advisor

John Beliveau is a financial advisor based in Portland, Maine, working with H.M. Payson. John has previously held a position at H. M. Payson & Co. John has passed the Series 63 and Series 65 regulatory exams and is registered to provide services in Maine. Currently, John is part of H.M. Payson, which operates out of Portland, Maine. The firm has 2 offices and 33 employees. The firm manages assets totaling $7.0 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for investment companies, portfolio management for institutional clients, pension consulting services, publication of newsletters, and educational seminars. The fee structure at H.M. Payson includes asset-based and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™, Chartered Financial Analyst

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for investment companies, Portfolio management for businesses or institutional clients, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Fixed Fees

Office Location

One Portland Square, 5Th Floor
Portland, ME 04101

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H.M. Payson Brokerage Details

Total Assets Under Management

$6,955,171,652

ME Average: $618,328,769
Total Number of Employees

33

ME Average: 10
Total Number of Accounts

4,017

ME Average: 975
Average Account Size

$1,731,434

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for investment companies
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

John Beliveau Work History

1999 - Present (25 years)

H. M. Payson & Co

Created with Highcharts 6.0.7

Disclosures

Please visit the SEC profile of John Beliveau 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 H.M. Payson

Marion Barrow
Portland, ME
Robert Davis
Portland, ME
James Flower
Portland, ME
Margaret Reinfried
Portland, ME
Timothy Griffin
Portland, ME
Daniel Lay
Portland, ME
David Hines
Portland, ME

The content in this profile was updated by SmartAsset on 6/19/2024. 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.

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