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 31 - 40 of 647 top financial advisors.
31
Scott E. Berg
CRD#: 1590510
195 E. George Hopper Road, Burlington, WA 98233

Scott Berg (CRD# 1590510) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 36 years of experience in the finance industry.

32
Nicolas P. Bicking
CRD#: 2873390
3773 Attucks Dr, Powell, OH 43065

Nicolas Bicking (CRD# 2873390) is an Investment Advisor Representative working at D.a. Davidson & Company in Powell, OH and has over 26 years of experience in the finance industry.

33
Jeffrey P. Biermanski
CRD#: 4610593
2825 Colby Avenue, Suite 201, Everett, WA 98201

Jeffrey Biermanski (CRD# 4610593) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 21 years of experience in the finance industry.

34
Jean A. Biles
CRD#: 5653657
151 South Worthen Street, Suite 201, Wenatchee, WA 98801

Jean Biles (CRD# 5653657) is an Investment Advisor Representative working at D.a. Davidson & Company in Wenatchee, WA and has over 8 years of experience in the finance industry.

35
Charles H. Bills
CRD#: 6419137
115 Canopy Street, Suite 400, Lincoln, NE 68508

Charles Bills (CRD# 6419137) is an Investment Advisor Representative working at D.a. Davidson & Company in Lincoln, NE and has over 9 years of experience in the finance industry.

36
David L. Bland
CRD#: 1099854
2901 Douglas Blvd., Suite 255, Roseville, CA 95661

David Bland (CRD# 1099854) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 41 years of experience in the finance industry.

37
Franklin N. Boley
CRD#: 3114619
2 North Main Street, Suite 102, Sheridan, WY 82801

Franklin Boley (CRD# 3114619) is an Investment Advisor Representative working at D.a. Davidson & Company in Sheridan, WY and has over 25 years of experience in the finance industry.

38
Jeffrey J. Bouchard
CRD#: 1306466
5601 Granite Parkway, Suite 560, Plano, TX 75024

Jeffrey Bouchard (CRD# 1306466) is an Investment Advisor Representative working at D.a. Davidson & Company in Plano, TX and has over 39 years of experience in the finance industry.

39
Joel W. Bowlby
CRD#: 5306847
608 Northwest Boulevard, Suite 403, Coeur d'Alene, ID 83814

Joel Bowlby (CRD# 5306847) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 16 years of experience in the finance industry.

40
Robert D. Bowman
CRD#: 2269493
Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA 98104

Robert Bowman (CRD# 2269493) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 31 years of experience in the finance industry.

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