John Somerville, financial advisor Santa Barbara CA
93 score

John Somerville

CRD Number: 1127568
Current Firm: D.a. Davidson & Company

John Somerville (CRD# 1127568) is an Investment Advisor Representative working at D.a. Davidson & Company in Santa Barbara, CA and has over 33 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Santa Barbara, CA Nov 2013 - Current 3
Crowell, Weedon & Company Santa Barbara, CA May 2012 - Nov 2013 1
Morgan Stanley Smith Barney Santa Barbara, CA Jun 2009 - May 2012 2
Morgan Stanley & Company, Incorporated Santa Barbara, CA Apr 2007 - May 2012 5
Dean Witter Reynolds Inc. Santa Barbara, CA Feb 1983 - Apr 2007 24
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jun 1983
Contact Info for John T. Somerville
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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