Carrie Youderian, financial advisor Bozeman MT
89 score

Carrie Youderian

CRD Number: 5913915
Current Firm: D.a. Davidson & Company

Carrie Youderian (CRD# 5913915) 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 & Company Bozeman, MT Jul 2013 - Current 3
D.a. Davidson & Company Boxeman, MT May 2013 - Jul 2013 < 1
D.a. Davidson & Company Moscow, ID May 2011 - May 2013 2
Wells Fargo Moscow, ID Jun 2010 - May 2011 < 1
University Of Idaho Moscow, ID Aug 2006 - Jun 2010 3
Bath & Body Works Moscow, ID Jun 2009 - Aug 2009 < 1
Ymca Idaho Falls, ID Jun 2008 - Aug 2008 < 1
Bath & Body Works Idaho Falls, ID Jun 2008 - Aug 2008 < 1
Guest Services Mt. Rainier, WA Jun 2007 - Aug 2007 < 1
Gandolfos Deli Idaho Falls, ID May 2006 - Aug 2006 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2013
Contact Info for Carrie A. Youderian
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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