Matthew Doucette (CRD# 6745933) is an Investment Advisor Representative working at Eagle Strategies LLC in Helena, MT and has over 6 years of experience in the finance industry.
CRD# 6731431
Investment Management Group
CRD# 6846265
D.a. Davidson & Company
CRD# 6176121
D.a. Davidson & Company
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Eagle Strategies LLC | Missoula, MT | Dec 2021 - Current | 2 |
| University Of Montana-missoula College | Missoula, MT | Aug 2018 - Current | 5 |
| Nylife Securities LLC | Billings, MT | May 2017 - Current | 6 |
| New York Life Insurance Co | Billings, MT | Jan 2017 - Current | 7 |
| Sliver Slipper Sports Bar & Grill | Missoula, MT | Sep 2017 - Jun 2020 | 2 |
| Fitchburg State University | Fitchburg, MA | Mar 2010 - May 2020 | 10 |
| Unemployed | Missoula, MT | Nov 2016 - Jan 2017 | < 1 |
| El Dorado Hospitality | Missoula, MT | Feb 2016 - Oct 2016 | < 1 |
| Sage Hospitality | Missoula, MA | Feb 2013 - Feb 2016 | 3 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2017 |
| S66 | NASAA Uniform Combined State Law Examination | Dec 2021 |
- MT
- TX
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Total Assets Under Management20,358MILLIONS
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Total Number of Accounts95,287ACCOUNTS
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Average Account Value$213,647
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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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