Wendy LaidlawCRD Number: 4513551
Current Firm: Davis R M Inc.
Wendy Laidlaw (CRD# 4513551) is an Investment Advisor Representative working at Davis R M Inc. in Portland, ME and has over 13 years of experience in the finance industry.
F L Putnam Investment Management Company
Saltwater Harbor Financial LLC
Cuna Brokerage Services, Inc.
|R.m. Davis, Inc.||Portland, ME||Dec 1995 - Current||22|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management3,389MILLIONS
Total Number of Accounts4,433ACCOUNTS
Average Account Value$764,568
- 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
- Selection of other advisers (including private fund managers)
AZ, CA, CT, DC, FL, GA, IL, MA, MD, ME, NC, NH, NJ, NM, NY, OH, OR, PA, RI, SC, TN, TX, VA, VT, WA