Matthew Anderson, financial advisor Lake Oswego OR

Matthew Anderson

CRD Number: 5701806
Current Firm: D.a. Davidson & Company

Matthew Anderson (CRD# 5701806) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 8 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Lake Oswego, OR Jun 2013 - Current 7
Sports Unlimited Portland, OR Jun 2008 - Current 12
D.a. Davidson & Company Lake Oswego, OR Nov 2012 - Jun 2013 < 1
D.a. Davidson & Company Lake Oswego, OR Aug 2012 - Nov 2012 < 1
D.a. Davidson & Company Portland, OR Jun 2012 - Aug 2012 < 1
University Of Oregon Eugene, OR Sep 2008 - Jun 2012 3
Lowe's Eugene, OR Jul 2011 - Oct 2011 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2012
Contact Info for Matthew W. Anderson
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • OR
  • TX
By the Numbers
  • Total Assets Under Management
    20,661
    MILLIONS
  • Total Number of Accounts
    62,436
    ACCOUNTS
  • Average Account Value
    $330,909
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • 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
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, WY

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