Rebecca Dammann (CRD# 5918636) is an Investment Advisor Representative working at Ashton Thomas Private Wealth in Bozeman, MT and has over 11 years of experience in the finance industry.
CRD# 2908846
Yellowstone Investment Planners, Inc.
CRD# 5596559
D.a. Davidson & Company
CRD# 2334349
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| M.s. Howells & Co | Scottsdale, AZ | Jan 2020 - Current | 4 |
| Ashton Thomas Private Wealth | Bozeman, MT | Oct 2019 - Current | 4 |
| Ashton Thomas Insurance Agency | Scottsdale, AZ | Oct 2019 - Current | 4 |
| Wells Fargo Clearing Services, LLC | Bozeman, MT | Nov 2016 - Oct 2019 | 2 |
| Wells Fargo Advisors, LLC | Bozeman, MT | Jan 2016 - Nov 2016 | < 1 |
| D.a. Davidson & Company | Bozeman, MT | Jul 2012 - Jan 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jul 2012 |
- AZ
- FL
- GA
- MT
- TX
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Total Assets Under Management2,892MILLIONS
-
Total Number of Accounts5,334ACCOUNTS
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Average Account Value$542,104
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Other
AL, AR, AZ, CA, CO, CT, FL, GA, ID, IL, LA, MA, MD, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OR, SC, TX, UT, VA, WA, WI, WY
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