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Distance Metro area (25 miles)
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COMPENSATION Either
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DESIGNATIONS
- CFA = Chartered Financial Analyst
- CFP = Certified Financial Planner
- ChFC = Chartered Financial Consultant
- CIMA = Certified Investment Management Analyst
- CDFA = Certified Divorce Financial Analyst
- CPA = Certified Public Accountant
- PFS = Personal Financial Specialist
- CFP
- CFA
- ChFC
- CDFA
- CPA
- CIMA
- PFS
Francis Davies (CRD# 1158927) is an Investment Advisor Representative working at Old Port Advisors in Portland, ME and has over 40 years of experience in the finance industry.
James Davis (CRD# 4583639) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Portland, ME and has over 21 years of experience in the finance industry.
Jon-wesley Davis (CRD# 5816745) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 14 years of experience in the finance industry.
Leverett Davis (CRD# 717867) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Damariscotta, ME and has over 34 years of experience in the finance industry.
Melinda Davis (CRD# 2859112) is an Investment Advisor Representative working at Cornerstone Wealth Planning in Auburn, ME and has over 24 years of experience in the finance industry. Melinda Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Robert Davis (CRD# 6254486) is an Investment Advisor Representative working at H.m. Payson in Portland, ME and has 1 year of experience in the finance industry. Robert Davis has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Tara Davis (CRD# 5452181) is an Investment Advisor Representative working at Ameriprise Financial Services, LLC in Auburn, ME and has over 16 years of experience in the finance industry.
Micah Davis-Johnson (CRD# 7007681) is an Investment Advisor Representative working at Aries Wealth Management, LLC in Portland, ME and has 1 year of experience in the finance industry.
Lisa Demers (CRD# 2536000) is an Investment Advisor Representative working at Great Diamond Partners, LLC in Portland, ME and has over 29 years of experience in the finance industry.
John Dequattro (CRD# 2268302) is an Investment Advisor Representative working at Td Private Client Wealth LLC in Portland, ME and has over 10 years of experience in the finance industry.