Britton McMannis, financial advisor Bozeman MT
89 score

Britton McMannis

CRD Number: 6159815
Current Firm: D.a. Davidson & Company

Britton McMannis (CRD# 6159815) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 3 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Co Bozeman, MT Jul 2014 - Current 2
Wells Fargo Advisors, LLC Missoula, MT Jan 2013 - Jul 2014 1
Unemployed Missoula, MT Oct 2012 - Jan 2013 < 1
Townsquare Media, LLC Missoula, MT Apr 2012 - Oct 2012 < 1
Sharkey Insurance Center, Inc. Missoula, MT May 2011 - Apr 2012 < 1
University Of Montana Missoula, MT Aug 2007 - May 2011 3
Dirtman Sprinklers, Inc. Missoula, MT May 2008 - Nov 2010 2
Bob Ward And Sons Missoula, MT Aug 2007 - May 2008 < 1
Unemployed Missoula, MT Jun 2007 - Aug 2007 < 1
Sentinel High School Missoula, MT Aug 2003 - Jun 2007 3
Metalworks Of Montana Missoula, MT Jun 2006 - Sep 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Oct 2013
Contact Info for Britton R. McMannis
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • MT
By the Numbers
  • Total Assets Under Management
    9,918
    MILLIONS
  • Total Number of Accounts
    33,323
    ACCOUNTS
  • Average Account Value
    $297,645
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
89
Clean Record
This advisor has a clean track record with regulators.

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