Amy Chapman, financial advisor Walla Walla WA
93 score

Amy Chapman

CRD Number: 1405305
Current Firm: D.a. Davidson & Company

Amy Chapman (CRD# 1405305) is an Investment Advisor Representative working at D.a. Davidson & Company in Walla Walla, WA and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Walla Walla, WA Sep 2013 - Current 3
D.a. Davidson & Company Bend, OR Jun 2009 - Aug 2013 4
Citigroup Global Markets Inc. Bend, OR Jul 1993 - Jun 2009 15
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination May 1988
S65 NASAA Investment Advisors Law Examination Jul 1996
Contact Info for Amy E. Chapman
Phone Number: 406-727-4200
Firm Website: http://www.dadco.com
Registered State(s):
  • WA
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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