Robert Braig (CRD# 1876880) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 35 years of experience in the finance industry.
CRD# 4970862
Stack Financial Management Inc.
CRD# 5572109
D.a. Davidson & Company
CRD# 5679476
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| D.a. Davidson & Company | Whitefish, MT | Feb 1990 - Current | 34 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Nov 1988 |
| S65 | NASAA Investment Advisors Law Examination | May 2007 |
- MT
- TX
-
Total Assets Under Management27,925MILLIONS
-
Total Number of Accounts81,264ACCOUNTS
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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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