Francis DaviesCRD Number: 1158927
Current Firm: Old Port Advisors, Inc.
Francis Davies (CRD# 1158927) is an Investment Advisor Representative working at Old Port Advisors, Inc. in Portland, ME and has over 33 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|Old Port Advisors, Inc.||Portland, ME||Jan 2006 - Current||11|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jun 1984|
|S65||NASAA Investment Advisors Law Examination||Jan 2006|
Total Assets Under Management471MILLIONS
Total Number of Accounts1,637ACCOUNTS
Average Account Value$287,456
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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