Heather KubasCRD Number: 4595889
Current Firm: Davidson Investment Advisors, Inc.
Heather Kubas (CRD# 4595889) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 14 years of experience in the finance industry.
D.a. Davidson & Company
Bibler Financial Group
Wells Fargo Advisors, LLC
|D.a. Davidson & Company||Great Falls, MT||Jan 2012 - Current||5|
|Homemaker||Great Falls, MT||Dec 2006 - Jan 2012||5|
|Craig-hallum Capital Group LLC||Minneapolis, MN||Sep 2002 - Dec 2006||4|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2002|
Total Assets Under Management1,568MILLIONS
Total Number of Accounts1,885ACCOUNTS
Average Account Value$832,019
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, CT, DE, FL, HI, IA, ID, IL, MA, MD, MN, MT, NC, ND, NE, NJ, NV, NY, OH, OK, OR, PA, SD, TX, UT, VA, WA, WI
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