John
Walker

H.M. Payson

CRD#457194
Investment Advisor
in Portland, ME

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About this Advisor

John Walker is a financial advisor operating out of Portland, Maine who has 21 years of industry experience. Walker is an employee of H.M. Payson. During their career, Walker has held roles at H. M. Payson & Co and H.M. Payson & Co. Walker has a Series 63 license, which qualifies them as a securities representative, and is approved to work in Maine. H.M. Payson is a financial advisory firm headquartered in Portland, ME. It has offices in two locations and a total of 32 financial advisors. It has $6 billion in assets under management between its 3,724 client accounts, placing it among the largest investment advisory firms in the nation by assets under management. The firm advises 184 charities and foundations. Of its 3,724 client accounts, 16% belong to high-net-worth individuals who have greater than $1 million in assets available to invest. The company has a number of services, including 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. Fees for financial management are based on which services the firm provides the client. Fee types charged by H.M. Payson most likely include asset-based and fixed fees.

Certifications and Registrations

Series 63

Years Registered*

21 years

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

$6,182,778,190

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

32

ME Average: 10
Total Number of Accounts

3,724

ME Average: 975
Average Account Size

$1,660,252

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 Walker Work History

John has been registered as a financial advisor for 21 years.*

1967 - Present (57 years)

H. M. Payson & Co

1967 - Present (57 years)

H.M. Payson & Co

*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 Walker 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

James Flower
Portland, ME
Margaret Reinfried
Portland, ME
Timothy Griffin
Portland, ME
Daniel Lay
Portland, ME
Marion Barrow
Portland, ME
David Hines
Portland, ME
John Beliveau
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.

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