Financial ADVSR advisor directory · SEC adviser records
R M Davis Inc. financial advisors in Portland, ME
Every SEC-registered investment adviser representative at a R M Davis Inc. office in Portland, A to Z.
The short answer
18 registered advisors work at R M Davis Inc. in Portland, out of 20 at the firm nationwide; it ranks number 5 in the city by advisors. 5 list the CFP designation and 0 are also registered broker representatives.
R M Davis Inc. advisors in Portland, A to Z
Every R M Davis Inc. advisor →- Geoffrey K. AlexanderInvestment adviser rep
- Cade BlackburnInvestment adviser rep
- George C. CarrInvestment adviser rep
- Gregory E. CoxCertified Financial Planner
- Robert M. DavisCertified Financial Planner
- John D. DoughtyInvestment adviser rep
- Wendy A. LaidlawInvestment adviser rep
- John F. Leonard IVCertified Financial Planner
- Andrew B. LivingstonCertified Financial Planner, Chartered Financial Analyst
- Timothy E. MalisaInvestment adviser rep
- Kevin J. ManningInvestment adviser rep
- Matthew A. McFarlandInvestment adviser rep
- Dana R. MitiguyChartered Financial Analyst
- Michael J. NeffChartered Financial Analyst
- Brian H. NoyesChartered Financial Analyst, Chartered Investment Counselor
- Kurtis J. PetersonsInvestment adviser rep
- Edward G. SmithCertified Financial Planner
- Michael P. WoodChartered Financial Analyst
R M Davis Inc. advisors in every city and state →R M Davis Inc.: assets, clients and custodians →Advisor Moves: who changed firms this week →
R M Davis Inc. advisors in other cities
Other firms in Portland
All Portland advisors →Morgan Stanley 39UBS Financial Services Inc. 32Strategic Advisers LLC 28Ameriprise Financial Services, LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 16RBC Capital Markets, LLC 16Corient 13Raymond James & Associates, Inc. 13Td Private Client Wealth LLC 11Old Port Advisors 10Portland Global Advisors LLC 10Raymond James Financial Services Advisors, Inc. 10
Questions
How many financial advisors does R M Davis Inc. have in Portland?
18 investment adviser representatives are registered at R M Davis Inc. offices in Portland, Maine, according to the SEC's Investment Adviser Public Disclosure records, out of 20 nationwide. 5 list the CFP designation and 0 are also registered as broker representatives.
Is R M Davis Inc. one of the largest advisor employers in Portland?
R M Davis Inc. ranks number 5 in Portland by registered advisors; Morgan Stanley has the most, with 39.
How do I check a R M Davis Inc. advisor in Portland?
Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.
Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the R M Davis Inc. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.