Alexa Bass (CRD# 6176121) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 10 years of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6827433
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Helena, MT | Mar 2013 - Current | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Aug 2013 |
- MT
- TX
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Total Assets Under Management27,925MILLIONS
-
Total Number of Accounts81,264ACCOUNTS
-
Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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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