Donald Crowell, financial advisor Los Angeles CA
93 score

Donald Crowell

CRD Number: 1320520
Current Firm: D.a. Davidson & Company

Donald Crowell (CRD# 1320520) is an Investment Advisor Representative working at D.a. Davidson & Company in Los Angeles, CA and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Los Angeles, CA Nov 2013 - Current 3
Crowell, Weedon & Company Los Angeles, CA Jan 1991 - Nov 2013 22
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1992
S66 NASAA Uniform Combined State Law Examination Nov 2011
Contact Info for Donald W. Crowell
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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