Stanley Allred, financial advisor Kennewick WA
93 score

Stanley Allred

CRD Number: 1243620
Current Firm: D.a. Davidson & Company

Stanley Allred (CRD# 1243620) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Kennewick, WA Oct 2009 - Current 7
D.a. Davidson & Company Kennewick, WA Mar 2009 - Sep 2009 < 1
D.a. Davidson & Company Kennewick, WA Nov 2001 - Mar 2009 7
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1984
S65 NASAA Investment Advisors Law Examination Feb 1996
Contact Info for Stanley K. 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
93
Clean Record
This advisor has a clean track record with regulators.

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