Cheryl Gooss, financial advisor Lake Geneva WI
93 score

Cheryl Gooss

CRD Number: 3066229
Current Firm: D.a. Davidson & Company

Cheryl Gooss (CRD# 3066229) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Geneva, WI and has over 18 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Ventura, CA Nov 2013 - Current 3
Crowell, Weedon & Company Ventura, CA Jul 2009 - Nov 2013 4
Morgan Stanley & Company, Incorporated Oxnard, CA Apr 2007 - Jun 2009 2
Dean Witter Reynolds Inc. Oxnard, CA Apr 1997 - Apr 2007 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Aug 1998
S65 NASAA Investment Advisors Law Examination Aug 1998
Contact Info for Cheryl A. Gooss
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • CA
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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