R M Davis Inc.

R M Davis Inc. (CRD# 105448) is a financial advisory firm headquartered in Portland, ME. They manage $6,315,757,763 in 5,680 accounts and serve the financial needs of clients across 30 states (or territories).

By the Numbers
  • Total Assets Under Management
    6,316
    MILLION
  • Total Number of Accounts
    5,680
    ACCOUNTS
  • Average Account Value
    $1,111,929
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • 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)
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, CA, CO, CT, DC, FL, GA, IL, IN, MA, MD, ME, MN, MT, NC, NH, NJ, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI

Financial Advisors at R M Davis Inc.
Showing 11 - 16 of 16 top financial advisors.
11
Dean E. Walker
CRD#: 3221318
24 City Center, Portland, ME 04101

Dean Walker (CRD# 3221318) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 7 years of experience in the finance industry.

12
Michael P. Wood
CRD#: 2765187
24 City Center, Portland, ME 04101

Michael Wood (CRD# 2765187) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 27 years of experience in the finance industry.

13
Timothy J. Acquaviva
CRD#: 7635000
24 City Center, Portland, ME 04101

Timothy Acquaviva (CRD# 7635000) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has 1 year of experience in the finance industry.

14
Andrew B. Livingston
CRD#: 7799752
24 City Center, Portland, ME 04101

Andrew Livingston (CRD# 7799752) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has 1 year of experience in the finance industry.

15
Timothy E. Malisa
CRD#: 5090700
24 City Center, Portland, ME 04101

Timothy Malisa (CRD# 5090700) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has 1 year of experience in the finance industry.

16
Kevin J. Manning
CRD#: 2372102
24 City Center, Portland, ME 04101

Kevin Manning (CRD# 2372102) is an Investment Advisor Representative working at R M Davis Inc. in Portland, ME and has over 2 years of experience in the finance industry.

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