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Kevin James Manning

R M Davis Inc.

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About Kevin James Manning

Kevin Manning is an investment advisor representative with R M Davis Inc. Kevin has been in the industry since 1995 and has experience working with individuals, high-net-worth individuals, families, charitable organizations, corporations, pension plans, and state or municipal government entities. Kevin has a Series 7 and Series 55 securities licenses and has passed the Uniform Investment Adviser Law Examination (Series 65). Kevin was previously registered with H. M. PAYSON & CO. and EQUITY SERVICES, INC.

Firm Information

Kevin Manning 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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Kevin Manning’s Registration & Firm History

ME

03/30/2022 - Present

R M Davis Inc. (PORTLAND ME)

ME

01/01/1997 - 11/24/2008

H. M. PAYSON & CO. (PORTLAND ME)

VT

02/21/1995 - 10/30/1995

EQUITY SERVICES, INC. (MONTPELIER VT)

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Licenses & Designations

IA

Issued 05/29/2021

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 03/30/2000

Series 55 - Limited Representative-Equity Trader Exam

BC

Issued 02/17/1995

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Kevin James Manning.
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