Barbara
Maitland
Flagship Harbor Advisors, LLC
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About this Advisor
Barbara Maitland is a financial advisor who works in Salem, Massachusetts, with 11 years of industry experience. Maitland is currently employed by Flagship Harbor Advisors, LLC. During their career, the advisor has held roles at Lpl Financial LLC and Flagship Harbor Advisors, LLC. Maitland maintains a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is registered to advise clients in Massachusetts. Flagship Harbor Advisors, LLC is a registered investment business operating out of Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 people on staff. It handles $2 billion in assets among its 11,796 customer accounts, placing it among the biggest firms in the country by assets under management. The firm serves 18 charities and foundations. Of its 11,796 customer accounts, 29% are held by high-net-worth clients who have more than $1 million in assets. Flagship Harbor Advisors, LLC provides a broad assortment of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees charged by financial advisors largely vary depending on which services are offered. Fee types billed by Flagship Harbor Advisors, LLC most likely are comprised of any blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Flagship Harbor Advisors, LLC Brokerage Details
$1,928,860,764
52
11,796
$163,518
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Educational seminars/workshops
Barbara Maitland Work History
Barbara has been registered as a financial advisor for 11 years.*
Lpl Financial LLC
Flagship Harbor Advisors, LLC
*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 Barbara Maitland 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 Flagship Harbor Advisors, LLC
Boston, MA
Hampton, NH
Boston, MA
Salem, MA
Boston, MA
North Andover, MA
Boston, MA
Boston, MA
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