Bryan DavidsonCRD Number: 5445540
Current Firm: Bmo Harris Financial Advisors, Inc.
Bryan Davidson (CRD# 5445540) is an Investment Advisor Representative working at Bmo Harris Financial Advisors, Inc. in Phoenix, AZ and has over 9 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Triad Advisors, Inc.
|Bmo Harris Financial Advisors, Inc.||Mesa, AZ||Sep 2014 - Current||2|
|Xango||Lehi, UT||Dec 2009 - Current||7|
|Pnc Investments||Zion, IL||Feb 2011 - Aug 2014||3|
|Chase Investment Services Corp||Vernon Hills, IL||Mar 2010 - Sep 2010||< 1|
|Edward Jones||St Louis, MO||Oct 2007 - Mar 2010||2|
|Associated Bank||Lake Geneva, WI||Jan 2006 - Sep 2007||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2008|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Regulatory Event
Total Assets Under Management11,801MILLIONS
Total Number of Accounts119,705ACCOUNTS
Average Account Value$98,584
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MT, NC, NE, NJ, NM, NV, NY, OH, OK, OR, PA, SC, TN, TX, UT, VA, VI, VT, WA, WI, WV