Burk McDaniel, financial advisor Great Falls MT

Burk McDaniel

CRD Number: 6914206
Current Firm: D.a. Davidson & Company

Burk McDaniel (CRD# 6914206) 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.

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D.a. Davidson & Company
Company Name Location Dates Years
D.a. Davidson & Company Great Falls, MT Feb 2021 - Current 1
Goldman Sachs & Company LLC Irvine, CA Jan 2021 - Jan 2021 < 1
The Ayco Company, L.p./mercer Allied Irvine, CA Jul 2019 - Jan 2021 1
Gonzaga University Spokane, WA Aug 2017 - Jun 2019 1
New York Life Spokane, WA Feb 2018 - Aug 2018 < 1
Allstate Huber Family Insurance Missoula, MT May 2017 - Aug 2017 < 1
Hartwick College Oneonta, NY Aug 2016 - May 2017 < 1
Unemployed Great Falls, MT May 2016 - Aug 2016 < 1
Unemployed/junior Hockey Player Missoula, MT Aug 2015 - May 2016 < 1
Unemployed Great Falls, MT May 2015 - Aug 2015 < 1
National Sports Academy Lake Placid, NY Aug 2014 - May 2015 < 1
Pivot Charter School Fort Myers, FL Aug 2013 - May 2014 < 1
Full Time Education Great Falls, MT Jun 2011 - May 2013 1
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Sep 2019
S63 Uniform Securities State Law Examination May 2020
Contact Info for Burk A. McDaniel
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    23,892
    MILLIONS
  • Total Number of Accounts
    76,487
    ACCOUNTS
  • Average Account Value
    $312,373
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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