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R. M. Davis
United States
1978 (47 Years)
Last online: No recent activity
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Security Information
What are the differences in regulations for each
License
A Grade License
Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.
B Grade License
Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.
C Grade License
Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.
D Grade License
From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.
Company Information
Get to know R. M. Davis
Company Information
Get to know R. M. Davis
R. M. Davis embraces this mindset. They take pride in helping their clients build enduring legacies. Today, with $4 billion in assets under management, they are the trusted partner to discerning individuals and organizations seeking advice from an experienced firm. They provide a broad complement of wealth services and solutions, spanning across all wealth and life stages. They offer investment management, trust and estate services, financial planning, and personal affairs management. The R.M. davis experience is different. When it comes to their clients' wealth, they are their first call. They know their hopes, dreams, and fears -- and guide the journey of life. they are just as likely to meet with clients around their kitchen table as they are in a conference room. They continuously strive for better. They want to be colleagues, partners to their clients, and better members of their community.
Industry
- Financial Financial AdvisementPRIMARY
- Financial Other Service
- Financial Wealth Management
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