D.a. Davidson & Company

D.a. Davidson & Company (CRD# 199) is a financial advisory firm headquartered in Great Falls, MT. They manage $27,925,396,056 in 81,264 accounts and serve the financial needs of clients across 51 states (or territories).

By the Numbers
  • Total Assets Under Management
    27,925
    MILLION
  • 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
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, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

Financial Advisors at D.a. Davidson & Company
Showing 1 - 10 of 650 top financial advisors.
1
Patrick H. O'leary
CRD#: 2759083
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT 59101

Certified Financial Planner and Fiduciary Wealth Managment professional with D.A. Davidson & Company in Billings, MT and has over 26 years of experience in Wealth Management.  Patrick O'Leary 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
Stockton N. Gunnell
CRD#: 7058752
1047 South 100 West, Suite 110, Logan, UT 84321
Stockton Gunnell (CRD# 7058752) is an Investment Advisor Representative working at D.a. Davidson & Company in Logan, UT and has over 3 years of experience in the finance industry. Stockton Gunnell 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 putclients' interests first and comply with the Financial Planning Practice Standards.
3
Kathleen M. Absec
CRD#: 1341565
608 Northwest Boulevard, Suite 403, Coeur d'Alene, ID 83814

Kathleen Absec (CRD# 1341565) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 26 years of experience in the finance industry.

4
Carlos A. Alcaine
CRD#: 1296717
2901 Douglas Blvd., Suite 255, Roseville, CA 95661

Carlos Alcaine (CRD# 1296717) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 39 years of experience in the finance industry.

5
Dustan F. Allred
CRD#: 6340382
1410 N. Pittsburgh, Building C, Kennewick, WA 99336

Dustan Allred (CRD# 6340382) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 9 years of experience in the finance industry.

6
Jay K. Allred
CRD#: 6058551
1410 N. Pittsburgh, Building C, Kennewick, WA 99336

Jay Allred (CRD# 6058551) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 11 years of experience in the finance industry.

7
Stanley K. Allred
CRD#: 1243620
1410 N. Pittsburgh, Building C, Kennewick, WA 99336

Stanley Allred (CRD# 1243620) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 39 years of experience in the finance industry.

8
Steven L. Alvord
CRD#: 2375862
12 Bellwether Way, Suite 238, Bellingham, WA 98225

Steven Alvord (CRD# 2375862) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 30 years of experience in the finance industry.

9
Ashley N. Anderson
CRD#: 5572109
201 2nd St E, Ste A, Whitefish, MT 59937

Ashley Anderson (CRD# 5572109) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 7 years of experience in the finance industry.

10
James A. Anderson
CRD#: 4635384
1410 N. Pittsburgh, Building C, Kennewick, WA 99336

James Anderson (CRD# 4635384) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 20 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.

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