D.a. Davidson & Company

D.a. Davidson & Company (CRD# 199) is a financial advisory firm headquartered in Great Falls, MT. They manage $9,918,434,088 in 33,323 accounts and serve the financial needs of clients across 49 states (or territories).

By the Numbers
  • Total Assets Under Management
    9,918
    MILLION
  • 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
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

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

Financial Advisors at D.a. Davidson & Company
Showing 1 - 10 of 581 top financial advisors.
1
James A. Anderson
CRD#: 4635384
1410 N. Pittsburgh, Building C, Kennewick, WA 99336
96
Wealthminder
score

James Anderson (CRD# 4635384) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 13 years of experience in the finance industry. James Anderson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Anne O. Ashton
CRD#: 5596559
529 East Main, Bozeman, MT 59715
96
Wealthminder
score

Anne Ashton (CRD# 5596559) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 7 years of experience in the finance industry. Anne Ashton has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
John K. Bebee
CRD#: 1630942
8 Third Street North, Great Falls, MT 59401
96
Wealthminder
score

John Bebee (CRD# 1630942) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 29 years of experience in the finance industry. John Bebee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Stephen C. Bebee
CRD#: 1385751
125 Third Ave., P.o. Box 2350, Havre, MT 59501
96
Wealthminder
score

Stephen Bebee (CRD# 1385751) is an Investment Advisor Representative working at D.a. Davidson & Company in Havre, MT and has over 31 years of experience in the finance industry. Stephen Bebee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

5
Stephanie J. Bennett
CRD#: 2670540
301 North Lake, Suite 800, Pasadena, CA 91101
96
Wealthminder
score

Stephanie Bennett (CRD# 2670540) is an Investment Advisor Representative working at D.a. Davidson & Company in Pasadena, CA and has over 20 years of experience in the finance industry. Stephanie Bennett has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

6
James R. Benson
CRD#: 2589347
283 W. Front Street, Suite 101, Missoula, MT 59807
96
Wealthminder
score

James Benson (CRD# 2589347) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 21 years of experience in the finance industry. James Benson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

7
Franklin N. Boley
CRD#: 3114619
2 North Main Street, Suite 102, Sheridan, WY 82801
96
Wealthminder
score

Franklin Boley (CRD# 3114619) is an Investment Advisor Representative working at D.a. Davidson & Company in Sheridan, WY and has over 18 years of experience in the finance industry. Franklin Boley has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

8
James R. Bonds
CRD#: 5620685
1550 Market Street, Suite 300, Denver, CO 80202
96
Wealthminder
score

James Bonds (CRD# 5620685) is an Investment Advisor Representative working at D.a. Davidson & Company in Denver, CO and has over 7 years of experience in the finance industry.

9
Brian A. Brown
CRD#: 2503691
119 N. 7th, Livingston, MT 59047
96
Wealthminder
score

Brian Brown (CRD# 2503691) is an Investment Advisor Representative working at D.a. Davidson & Company in Livingston, MT and has over 22 years of experience in the finance industry. Brian Brown has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

10
Sydney E. Carlino
CRD#: 4998665
283 W. Front Street, Suite 101, Missoula, MT 59807
96
Wealthminder
score

Sydney Carlino (CRD# 4998665) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 10 years of experience in the finance industry. Sydney Carlino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

1 2 3 4 5 ... Next
Ready to hire a financial advisor? Get competitive proposals from multiple advisors.