Cory Spalinger, financial advisor Great Falls MT
88 score

Cory Spalinger

CRD Number: 6280365
Current Firm: D.a. Davidson & Company

Cory Spalinger (CRD# 6280365) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Great Falls, MT Apr 2015 - Current 1
D.a. Davidson & Company Great Falls, MT Dec 2013 - Apr 2015 1
Wells Fargo Home Mortgage Great Falls, MT Dec 2011 - Dec 2013 2
Wells Fargo Bank Great Falls, MT Jul 2010 - Dec 2011 1
Wells Fargo Financial Great Falls, MT Jan 2010 - Jul 2010 < 1
Montana State University Bozeman, MT Aug 2005 - Dec 2009 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Jul 2014
Contact Info for Cory A. Spalinger
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
88
Clean Record
This advisor has a clean track record with regulators.

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