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Credentials
Series 66
Experience Industry experience
19 years
Location
Island Falls, ME 04747
Portland Investment Advisors, LLC.
Supported
Total advisors
2Clients per advisor
32 LowAvg AUM per client
$336,606 LowHNW client ratio
27% TypicalCasey Doody is a financial advisor at Portland Investment Advisors, LLC, with 19 years of industry experience. He holds the Series 66 designation and has worked at Portland Investment Advisors since 2013 and Td Ameritrade since 2006. Portland Investment Advisors, LLC provides portfolio management and advisory services to individuals, high-net-worth clients, and business entities. The firm employs a Behavioral Portfolio Management approach, combining empirical research and various analytical methods to build flexible, diversified portfolios that address growth, income, and capital preservation objectives.
$0 - $2,000,000: 1.00% Over $2,000,000+: .85%
Fee-only: Fees charged as percentage of assets under management; no commissions; fees generally negotiable.
Island Falls, ME
20 Houlton Rd
Island Falls ME 04747
Advisors at this office
2
Maine · Massachusetts · Texas
19 years of industry experience
Portland Investment Advisors, LLC.
2013 - Present • 13 years
Portland, ME
Td Ameritrade
2006 - Present • 20 years
Providence, RI
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