Benjamin Howell, financial advisor Lake Oswego OR
93 score

Benjamin Howell

CRD Number: 3126710
Current Firm: D.a. Davidson & Company

Benjamin Howell (CRD# 3126710) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 14 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Lake Oswego, OR May 2015 - Current 1
Morgan Stanley & Company, Incorporated Portland, OR May 2005 - May 2015 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S65 NASAA Investment Advisors Law Examination Aug 2005
Contact Info for Benjamin R. Howell
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • OR
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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