Richard P. Davisson

DAVISSON INVESTMENT

Newington, NH 03801

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CRD#: 869035

Professional summary

Richard Porter Davisson is a registered financial advisor currently at DAVISSON INVESTMENT, LLC located in Newington, New Hampshire.

Richard is registered as an IAR (Investment Advisor Representative) and started their career in finance in 1979. Richard has worked at 4 firms and has passed the Series 65, Series 63, Series 7 and Series 8 exams.

Question & Answer

Are you a "fiduciary"?

Yes

Aliases

None

Other business activities

Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.

SPONGE-JET, INC. ; INDUSTRIAL ABRASIVES; CHAIRMAN & SECRETARY, 15% OWNER MILTON OIL CORP; OIL PRODUCTION; PRESIDENT; 3% OWNER NEITHER ARE INVESTMENT RELATED

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Porter Davisson's CRS (Customer Relationship Summary).

Certified licenses

Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®

None

Experience

Current

June 27, 2006 - Present

DAVISSON INVESTMENT, LLC

Office #1: 14 Patterson Lane, Newington, NH 03801

RIA

CRD#: 141040

Newington, NH

Past

December 4, 2002 - July 8, 2005

INGALLS & SNYDER, LLC

RIA

CRD#: 2288

NEW YORK, NY

Past

December 7, 1988 - July 8, 2005

INGALLS & SNYDER, LLC

CRD#: 2288

NEW YORK, NY

Past

February 1, 1984 - December 13, 1988

W.H. NEWBOLD'S SON & CO., INC.

CRD#: 7575

Past

July 27, 1979 - February 6, 1984

TUCKER ANTHONY INCORPORATED

CRD#: 837

State Registrations and Notice Filings

Listed states reflect where the advisor is authorized to serve clients under state regulations.

IAR

means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.

Highlighted states indicate IAR registrations

IAR

New Hampshire
(6/27/2006)

Don't see your state listed? The advisor may still be able to work with you under the federal De Minimis Rule, which allows up to five investment advisory clients in a state without registration. Some states, like TX, LA, NE, and NH, may still require registration or notice filing. Contact the advisor or their firm to confirm their investment advisory availability in your state.

Exams

State Security Law Exam

IAR

Series 65

Date: 4/13/2001

Uniform Investment Adviser Law Examination

State Security Law Exam

Series 63

Date: 7/11/1984

Uniform Securities Agent State Law Examination

General Industry/Product Exam

Series 7

Date: 7/21/1979

General Securities Representative Examination

Principal/Supervisory Exam

Series 8

Date: 5/21/1984

General Securities Sales Supervisor Examination (Options Module & General Module)

Current Firm

DAVISSON INVESTMENT, LLC

CRD#: 141040 / SEC#: 801-66947

RIA

Registered Investment Advisory firm - (1/19/2012 Terminated)

New Hampshire

Registered Investment Advisory firm - (9/23/2011 Approved)

Why is a state registration marked "Terminated"? When a firm registers with the SEC (usually after managing $100M+ AUM), it often withdraws separate state firm registrations unless required by that state. The firm can still serve clients there through its individually registered Investment Advisor Representatives (IARs).

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Contact information

Main Address

14 Patterson Lane, Newington, NH 03801

Mailing Address

Phone number

(603) 686-0342

Established

Firm type

Fiscal year end

# of Employees

Documents

Latest Form ADV

Regulatory assets under management

Total Number of Accounts	6
AUM (Assets Under Management)	$ 18,421,550

Red Flags

Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.

Check for any disclosures as part of your thorough research when choosing an advisor.

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Richard P. Davisson

Professional summary

Question & Answer

Aliases

Other business activities

Blog Corner

CRS (Client Relationship Summary) - RIA

Click below to view Richard Porter Davisson's CRS (Customer Relationship Summary).

Certified licenses

Experience

DAVISSON INVESTMENT, LLC

INGALLS & SNYDER, LLC

INGALLS & SNYDER, LLC

W.H. NEWBOLD'S SON & CO., INC.

TUCKER ANTHONY INCORPORATED

State Registrations and Notice Filings

Exams

Series 65

Date: 4/13/2001

Series 63

Date: 7/11/1984

Series 7

Date: 7/21/1979

Series 8

Date: 5/21/1984

Current Firm

DAVISSON INVESTMENT, LLC

Contact information

Documents

Regulatory assets under management

Red Flags

Company Information

DAVISSON INVESTMENT, LLC

TRUST BUT VERIFY

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