Sarah FitzgeraldCRD Number: 3065395
Current Firm: D.a. Davidson & Company
Sarah Fitzgerald (CRD# 3065395) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 18 years of experience in the finance industry.
Stack Financial Management Inc.
State Farm Investment Management Corp.
|D.a. Davidson & Company||Whitefish, MT||May 2004 - Current||12|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 1998|
|S65||NASAA Investment Advisors Law Examination||Jul 1998|
Total Assets Under Management9,918MILLIONS
Total Number of Accounts33,323ACCOUNTS
Average Account Value$297,645
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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
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