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Andrew Bouchard Livingston

R M Davis Inc.

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About Andrew Bouchard Livingston

Andrew Bouchard Livingston is a financial advisor with R M Davis Inc. Andrew Livingston is a Certified Financial Planner™ and a Chartered Financial Analyst charterholder. Andrew Livingston has been a registered Investment Advisor Representative (IAR) for over 12 years and has experience in both individual and business financial planning. Andrew Livingston has worked in the financial services industry for over 17 years. Andrew Livingston's previous experience includes roles at Key Private Bank and Camden National Bank.

Firm Information

Andrew Livingston is currently registered with R M Davis Inc.. R M Davis Inc. is an investment advisor with offices in PORTLAND, ME. They manage a total of $6,315,757,763 in regulatory assets under management, primarily for high-net-worth individuals, individuals other than high-net-worth, corporations or other businesses, and charitable organizations. They offer financial planning, selection of other advisors, portfolio management for individuals, and portfolio management for businesses. They do not participate in wrap fee programs.
R M Davis Inc.

24 CITY CENTER

PORTLAND, ME 04101-4069

$6.32B

Assets Under Management

Not reported

Total Clients

18

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Andrew Livingston’s Registration & Firm History

ME

09/08/2023 - Present

R M Davis Inc. (PORTLAND ME)

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Licenses & Designations

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Andrew Bouchard Livingston.
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