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 51 - 60 of 644 top financial advisors.
51
Richard L. Brown
CRD#: 5847894
125 Third Ave., Havre, MT 59501

Richard Brown (CRD# 5847894) is an Investment Advisor Representative working at D.a. Davidson & Company in Havre, MT and has over 13 years of experience in the finance industry.

52
Tyler B. Brueckner
CRD#: 6295904
546 Running W Drive, Gillette, WY 82718

Tyler Brueckner (CRD# 6295904) is an Investment Advisor Representative working at D.a. Davidson & Company in Gillette, WY and has over 9 years of experience in the finance industry.

53
Susan L. Brunner
CRD#: 5305662
608 Northwest Boulevard, Suite 403, Coeur d'Alene, ID 83814

Susan Brunner (CRD# 5305662) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 17 years of experience in the finance industry.

54
Mark A. Bruskotter
CRD#: 2808467
8 Third Street North, Great Falls, MT 59401

Mark Bruskotter (CRD# 2808467) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 27 years of experience in the finance industry.

55
Matthew S. Bryant
CRD#: 5404854
1001 Military Cutoff Rd., Suite 100, Wilmington, NC 28405

Matthew Bryant (CRD# 5404854) is an Investment Advisor Representative working at D.a. Davidson & Company in Wilmington, NC and has over 16 years of experience in the finance industry.

56
Cody A. Buck
CRD#: 6668717
176 Timberwolf Pkwy, Kalispell, MT 59901

Cody Buck (CRD# 6668717) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 7 years of experience in the finance industry.

57
Aaron M. Buckalew
CRD#: 5710869
275 South 5th Avenue, Suite 195, Pocatello, ID 83201

Aaron Buckalew (CRD# 5710869) is an Investment Advisor Representative working at D.a. Davidson & Company in Pocatello, ID and has over 14 years of experience in the finance industry.

58
Mark N. Buckalew
CRD#: 844422
275 South 5th Avenue, Suite 195, Pocatello, ID 83201

Mark Buckalew (CRD# 844422) is an Investment Advisor Representative working at D.a. Davidson & Company in Pocatello, ID and has over 43 years of experience in the finance industry.

59
Brian L. Buehring
CRD#: 2892093
Opus Plaza 1, 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA 92008

Brian Buehring (CRD# 2892093) is an Investment Advisor Representative working at D.a. Davidson & Company in Carlsbad, CA and has over 23 years of experience in the finance industry.

60
Amy E. Buffington
CRD#: 6283901
8 Third Street North, Great Falls, MT 59401

Amy Buffington (CRD# 6283901) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 8 years of experience in the finance industry.

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