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 12 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||21|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Aug 2004|
Total Assets Under Management3,161MILLIONS
Total Number of Accounts4,514ACCOUNTS
Average Account Value$700,348
- 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, NY, OH, PA, RI, SC, TX, VA, VT, WA