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).
-
Total Assets Under Management27,925MILLION
-
Total Number of Accounts81,264ACCOUNTS
-
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
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.
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.
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.
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.
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.
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.
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.
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.
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.
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.