Mark
Maitland
Flagship Harbor Advisors, LLC
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About this Advisor
Mark Maitland is a financial advisor working in Salem, Massachusetts who has 3 years of relevant experience. Maitland is an employee of Flagship Harbor Advisors, LLC. The advisor has gained experience at Adventure Out, Challengeworks, Lpl Financial, LLC, Project Adventure and Flagship Harbor Advisors, LLC. Maitland holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and is approved to advise clients in Massachusetts. Flagship Harbor Advisors, LLC is a firm that has its headquarters in Boston, MA. The investment advisory business has offices in 33 locations and a total of 52 employees. It oversees $2 billion in assets under management among its 11,796 accounts, placing it among the largest firms in the nation by assets under management. The firm advises 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. The advisory firm offers a number of services, including financial planning services, portfolio management for individuals and small businesses, selection of other advisers and educational seminars. Fees for financial advisory services typically vary depending on the services offered. Fees billed by Flagship Harbor Advisors, LLC can include some combination 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
Mark Maitland Work History
Mark has been registered as a financial advisor for 3 years.*
Flagship Harbor Advisors, LLC
Lpl Financial, LLC
Challengeworks
Adventure Out
Project Adventure
*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 Mark 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
Salem, MA
North Andover, MA
Boston, MA
Boston, MA
Boston, MA
Boston, MA
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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