linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Michael Philip Wood

R M Davis Inc.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Michael? Claim Your Profile

About Michael Philip Wood

Michael Philip Wood is a financial advisor with R M Davis Inc., an investment advisor headquartered in Portland, ME. Michael has been with R M Davis Inc. since January 2013. Michael holds a Series 7 and Series 63 license. Michael is also a Chartered Financial Analyst (CFA). Michael has worked in the industry since November 1996. Michael has experience in a variety of financial planning and investment management services, including financial planning, portfolio management for businesses, and portfolio management for individuals. Michael is also able to assist with selection of other advisers.

Firm Information

Michael Wood 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.

check

financial planning services

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

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Michael Wood’s Registration & Firm History

ME

04/09/2013 - Present

R M Davis Inc. (PORTLAND ME)

ME

11/05/1996 - 06/01/2012

ATLANTIC FINANCIAL SERVICES OF MAINE, INC. (PORTLAND ME)

Not sure if Michael Philip Wood is right for you?

Licenses & Designations

BC

Issued 05/17/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/04/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Michael Philip Wood.
Not sure if Michael Philip Wood is right for you?