William Moon, financial advisor Spokane WA

William Moon

CRD Number: 6406557
Current Firm: D.a. Davidson & Company

William Moon (CRD# 6406557) is an Investment Advisor Representative working at D.a. Davidson & Company in Spokane, WA and has over 9 years of experience in the finance industry.

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Professional Designations
Company Name Location Dates Years
Davidson Investment Advisors, Inc. Spokane, WA Jan 2020 - Current 4
D.a. Davidson & Company Spokane, WA Jan 2018 - Jan 2020 2
Hart Capital Management, Inc. Spokane, WA Aug 2013 - Dec 2017 4
Exam Code Name Passed Date
S65 NASAA Investment Advisors Law Examination Dec 2014
S63 Uniform Securities State Law Examination Feb 2018
Contact Info for William A. Moon
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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