Dustan Allred, financial advisor Kennewick WA
88 score

Dustan Allred

CRD Number: 6340382
Current Firm: D.a. Davidson & Company

Dustan Allred (CRD# 6340382) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Kennewick, WA Aug 2014 - Current 2
D.a. Davidson & Company Kennewick, WA Jun 2014 - Aug 2014 < 1
Half Price Books Bellevue, WA Mar 2014 - May 2014 < 1
Unemployed Belleuve, WA Nov 2013 - Mar 2014 < 1
Ross Dress For Less Bellevue, WA Feb 2010 - Nov 2013 3
The Container Store Bellevue, WA Oct 2012 - Feb 2013 < 1
Unemployed Richland, WA Dec 2009 - Feb 2010 < 1
Wsu Creamery Pullman, WA Apr 2007 - Dec 2009 2
Wsu Veterinary Teaching Hospital Pullman, WA May 2007 - Aug 2007 < 1
Paloose Animal Wellness & Surgery Moscow, WA Feb 2007 - May 2007 < 1
Richland Animal Hospital Richland, WA Sep 2002 - Jan 2007 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Aug 2014
Contact Info for Dustan F. Allred
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • WA
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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