Dean
Walker
R M Davis Inc
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About this Advisor
Dean Walker is a financial advisor based in Portland, Maine, working with R M Davis Inc. Dean has previously held a position at R.M. Davis, Inc. Dean has passed the Series 65 regulatory exam and is registered to provide services in Maine. Currently, Dean is part of R M Davis Inc, which operates out of Portland, Maine. The firm has 1 office and 57 employees. The firm manages assets totaling $6.3 billion and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at R M Davis Inc includes asset-based, hourly, and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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R M Davis Inc Brokerage Details
$6,315,757,763
57
5,680
$1,111,929
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Dean Walker Work History
R.M. Davis, Inc
Disclosures
Please visit the SEC profile of Dean Walker to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at R M Davis Inc
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
Portland, ME
The content in this profile was updated by SmartAsset on 6/19/2024. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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