Tessa Price, financial advisor Boise ID

Tessa Price

CRD Number: 7129970
Current Firm: D.a. Davidson & Company

Tessa Price (CRD# 7129970) is an Investment Advisor Representative working at D.a. Davidson & Company in Boise, ID and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Boise, ID May 2019 - Current 5
Key Bank Boise, ID Feb 2013 - May 2019 6
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Dec 2019
Contact Info for Tessa L. Price
Phone Number: 406-727-4200
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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