Kurt Anderson, financial advisor Port Angeles WA

Kurt Anderson

CRD Number: 2191836
Current Firm: D.a. Davidson & Company

Kurt Anderson (CRD# 2191836) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 32 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Port Angeles, WA Dec 2008 - Current 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Dec 1991
S65 NASAA Investment Advisors Law Examination Sep 1992
Contact Info for Kurt J. Anderson
Phone Number: 406-727-4200
Registered State(s):
  • TX
  • WA
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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