John
Dudley

Means Wealth Management

CRD#4410559
Investment Advisor
in Bangor, ME

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About this Advisor

John Dudley is a financial advisor who works out of Bangor, Maine with a total of 13 years of relevant experience. Dudley is an employee of Means Wealth Management. They have spent all of their time as a financial advisor at Means Wealth Management. Dudley has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Maine and Texas. Means Wealth Management is a registered investment firm headquartered in Bangor, ME. The firm has offices in four locations and a total of 19 people on staff. It handles $744 million in assets between its 2,817 accounts, placing it among the bigger firms in the nation by assets under management. The firm provides financial advice to 15 charities and foundations. Of its 2,817 accounts, 23% are held by high-net-worth clients who have at least $1 million in investable assets. The firm offers a diverse array of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, pension consulting services, publication of newsletters, educational seminars and other services. Financial advisory fees largely depend on the financial services. However, fee types charged by Means Wealth Management can be comprised of asset-based, hourly and other fees.

Certifications and Registrations

Series 66

Years Registered*

13 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops, Other

Fee Structure

Percentage of Assets, Hourly Charges, Others

Office Location

802 Stillwater Ave.
Bangor, ME 04401-3614

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Means Wealth Management Brokerage Details

Total Assets Under Management

$743,799,162

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

19

ME Average: 10
Total Number of Accounts

2,817

ME Average: 975
Average Account Size

$264,039

ME Average: $634,183

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
  • Other

John Dudley Work History

John has been registered as a financial advisor for 13 years.*

2011 - Present (13 years)

Means Investment Co, Inc

*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 John Dudley 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 Means Wealth Management

Alexander Means
Bangor, ME
John Dudley
Bangor, ME
Thomas Herlihy
Bangor, ME
Zachary Means
Bangor, ME
David Means
Greenville, SC
Eric Baker
Bangor, ME
Jamie Stone
Greenville, SC
Erin Barry
Bangor, 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.

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