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).
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Total Assets Under Management27,925MILLION
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Total Number of Accounts81,264ACCOUNTS
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Average Account Value$343,638
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- 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
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
Denise Deter (CRD# 4222846) is an Investment Advisor Representative working at D.a. Davidson & Company in Lincoln, NE and has over 15 years of experience in the finance industry.
Gene Dickey (CRD# 1658322) is an Investment Advisor Representative working at D.a. Davidson & Company in Austin, TX and has over 37 years of experience in the finance industry.
Arron Dieter (CRD# 2957766) is an Investment Advisor Representative working at D.a. Davidson & Company in Vancouver, WA and has over 26 years of experience in the finance industry.
Nataleah Dietzmann (CRD# 1831105) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 35 years of experience in the finance industry.
Thomas Diffely (CRD# 3140777) is an Investment Advisor Representative working at D.a. Davidson & Company in Portland, OR and has over 14 years of experience in the finance industry.
Jennifer Digilio (CRD# 2832692) is an Investment Advisor Representative working at D.a. Davidson & Company in Omaha, NE and has over 11 years of experience in the finance industry.
Louis Dilello (CRD# 3134878) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 25 years of experience in the finance industry.
John Distad (CRD# 807349) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 41 years of experience in the finance industry.
Sarah Dittner (CRD# 4819351) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 18 years of experience in the finance industry.
Kendra Dobbs (CRD# 5044239) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 16 years of experience in the finance industry.