Nolan Gunnell, financial advisor Logan UT
96 score

Nolan Gunnell

CRD Number: 1289519
Current Firm: D.a. Davidson & Company

Nolan Gunnell (CRD# 1289519) is an Investment Advisor Representative working at D.a. Davidson & Company in Logan, UT and has over 32 years of experience in the finance industry. Nolan Gunnell has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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Professional Designations
Company Name Location Dates Years
D.a. Davidson & Company Logan, UT Aug 2009 - Current 7
Wachovia Securities, LLC Logan, UT Jan 2008 - Aug 2009 1
A. G. Edwards & Sons, Inc. Logan, UT Sep 1993 - Jan 2008 14
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1984
S65 NASAA Investment Advisors Law Examination Nov 2010
Contact Info for Nolan P. Gunnell
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • UT
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
96
Clean Record
This advisor has a clean track record with regulators.

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