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Dean E Walker

R M Davis Inc.

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About Dean E Walker

Dean Walker is a registered investment advisor representative with R M Davis Inc. located in Portland, ME. Dean has been in the industry since March 2001 and is registered in Maine as an investment advisor. Dean holds a Series 65 license. Dean is also the president and managing partner of Paramount Properties Group, LLC. Dean's specializations include financial planning, portfolio management for individuals and businesses, and selection of other advisors.

Firm Information

Dean Walker 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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Dean Walker’s Registration & Firm History

ME

08/01/2016 - Present

R M Davis Inc. (PORTLAND ME)

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Licenses & Designations

IA

Issued 06/29/2016

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Dean E Walker.
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