Ivy Burford, financial advisor Livingston MT

Ivy Burford

CRD Number: 6578715
Current Firm: D.a. Davidson & Company

Ivy Burford (CRD# 6578715) is an Investment Advisor Representative working at D.a. Davidson & Company in Livingston, MT and has over 6 years of experience in the finance industry.

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D.a. Davidson & Company
Company Name Location Dates Years
D.a. Davidson & Company Livingston, MT Nov 2015 - Current 8
Sageworks Marketing Livingston, MT Jan 2015 - Dec 2015 < 1
Headroom Corp. Bozeman, MT Apr 2001 - Sep 2015 14
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2017
Contact Info for Ivy S. Burford
Phone Number: 406-727-4200
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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