Unclaimed
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.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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ME
09/08/2023 - Present
R M Davis Inc. (PORTLAND ME)
Active
Inactive
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