William Fleenor, financial advisor Walla Walla WA
93 score

William Fleenor

CRD Number: 1986862
Current Firm: D.a. Davidson & Company

William Fleenor (CRD# 1986862) is an Investment Advisor Representative working at D.a. Davidson & Company in Walla Walla, WA and has over 27 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Walla Walla, WA Jun 2006 - Current 10
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1989
S65 NASAA Investment Advisors Law Examination Jan 1994
Contact Info for William P. Fleenor
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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