Anthony PaulingCRD Number: 6107324
Current Firm: D.a. Davidson & Company
Anthony Pauling (CRD# 6107324) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 3 years of experience in the finance industry.
D.a. Davidson & Company
Bibler Financial Group
Wells Fargo Advisors, LLC
|D.a. Davidson & Company||Los Angeles, CA||Nov 2013 - Current||2|
|Crowell, Weedon & Company||Los Angeles, CA||Jul 2012 - Nov 2013||1|
|Tpc Valencia||Valencia, CA||Jan 2012 - Jul 2012||< 1|
|Unemployed||Los Angeles, CA||Sep 2011 - Jan 2012||< 1|
|Arizona Grand||Phoenix, AZ||Nov 2009 - Sep 2011||1|
|Arizona State University||Tempe, AZ||Mar 2009 - Nov 2009||< 1|
|Desert Mountain||Scottsdale, AZ||Oct 2008 - Mar 2009||< 1|
|Arizona State University||Tempe, AZ||Aug 2008 - Oct 2008||< 1|
|Tpc Valencia||Valencia, CA||Jun 2008 - Aug 2008||< 1|
|Arizona State University||Tempe, AZ||Apr 2008 - Jun 2008||< 1|
|We-ko-pa Golf Club||Fountain Hills, AZ||Nov 2007 - Apr 2008||< 1|
|Arizona State University||Tempe, AZ||Aug 2007 - Nov 2007||< 1|
|Angeles National||Los Angeles, CA||Jun 2007 - Aug 2007||< 1|
|Arizona State University||Tempe, AZ||Mar 2004 - Jun 2007||3|
|Grayhawk Gc||Scottsdale, AZ||Sep 2006 - Mar 2007||< 1|
|Tpc Valencia||Valencia, CA||Jun 2006 - Aug 2006||< 1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2013|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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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