John Davidson, financial advisor Hyannis MA

John Davidson

CRD Number: 2330959
Current Firm: Osaic Institutions, Inc.

John Davidson (CRD# 2330959) is an Investment Advisor Representative working at Osaic Institutions, Inc. in Hyannis, MA and has over 30 years of experience in the finance industry.

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Company Name Location Dates Years
Infinex Investments, Inc. Falmouth, MA May 2011 - Current 12
Cape Cod Five Savings Bank Falmouth, MA May 2011 - Current 12
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 1993
S65 NASAA Investment Advisors Law Examination Nov 2012
Contact Info for John R. Davidson
Phone Number: 203-599-6000
Registered State(s):
  • MA
By the Numbers
  • Total Assets Under Management
    2,815
    MILLIONS
  • Total Number of Accounts
    8,831
    ACCOUNTS
  • Average Account Value
    $318,724
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY

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