Abigail A. Doody

PORTLAND INVESTMENT ADVISORS.

Island Falls, ME 04747

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CRD#: 6028889

Professional summary

Abigail Amanda Doody, CFP®, who also goes by Abigail Amanda Walker, is a registered financial advisor currently at PORTLAND INVESTMENT ADVISORS, LLC. located in Island Falls, Maine.

Abigail is registered as an IAR (Investment Advisor Representative) and started their career in finance in 2012. Abigail has worked at 4 firms and has passed the Series 66 and Series 7 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

Abigail Amanda Walker

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

Abigail Doody is a 72% owner of a property development company PIA Industries.

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Amanda Doody's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

CFP^®

Certified Financial Planner

Start date: 2015

Experience

Current

July 7, 2025 - Present

PORTLAND INVESTMENT ADVISORS, LLC.

Office #1: 20 Houlton Rd, Island Falls, ME 04747

RIA

CRD#: 168536

Island Falls, ME

Past

August 29, 2013 - May 5, 2023

GUIDANCE POINT ADVISORS, LLC

RIA

CRD#: 148768

Portland, ME

Past

August 29, 2013 - December 6, 2023

GUIDANCE POINT RETIREMENT SERVICES, LLC

RIA

CRD#: 161000

PORTLAND, ME

Past

April 18, 2012 - August 6, 2013

FIDELITY BROKERAGE SERVICES LLC

CRD#: 7784

PORTLAND, ME

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

Maine
(7/8/2025)

IAR

Massachusetts
(10/15/2025)

IAR

Texas
(7/7/2025)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 66

Date: 7/28/2012

Uniform Combined State Law Examination

General Industry/Product Exam

Series 7

Date: 4/17/2012

General Securities Representative Examination

Current Firm

PORTLAND INVESTMENT ADVISORS, LLC.

DOODY, CASEY R | PORTLAND INVESTMENT ADVISORS, LLC. | PORTLAND INVESTMENT ADVISORS, LLC

CRD#: 168536 / SEC#:

Maine

Registered Investment Advisory firm - (10/11/2013 Approved)

Massachusetts

Registered Investment Advisory firm - (1/4/2016 Approved)

Texas

Registered Investment Advisory firm - (5/6/2015 Conditional Restricted)

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Contact information

Main Address

20 Houlton Rd, Island Falls, ME 04747

Mailing Address

20 Houlton Rd, Island Falls, ME 04747

Phone number

(207) 332-7739

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	107
AUM (Assets Under Management)	$ 19,368,372

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Abigail A. Doody

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Abigail Amanda Doody's CRS (Customer Relationship Summary).

Certified licenses

Experience

PORTLAND INVESTMENT ADVISORS, LLC.

GUIDANCE POINT ADVISORS, LLC

GUIDANCE POINT RETIREMENT SERVICES, LLC

FIDELITY BROKERAGE SERVICES LLC

State Registrations and Notice Filings

Exams

Series 66

Date: 7/28/2012

Series 7

Date: 4/17/2012

Current Firm

PORTLAND INVESTMENT ADVISORS, LLC.

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

PORTLAND INVESTMENT ADVISORS, LLC.

TRUST BUT VERIFY

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