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
Veronica Bunke (CRD# 6164630) is an Investment Advisor Representative working at D.a. Davidson & Company in Long Beach, CA and has over 10 years of experience in the finance industry.
Brian Bunkers (CRD# 1053509) is an Investment Advisor Representative working at D.a. Davidson & Company in Columbus, NE and has over 41 years of experience in the finance industry.
Ivy Burford (CRD# 6578715) is an Investment Advisor Representative working at D.a. Davidson & Company in Livingston, MT and has over 6 years of experience in the finance industry.
Cynthia Burg (CRD# 1810177) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 35 years of experience in the finance industry.
Scott Burns (CRD# 1503707) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 37 years of experience in the finance industry.
Brynn Buswell (CRD# 4826865) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 9 years of experience in the finance industry.
Mary Butler (CRD# 6823519) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 6 years of experience in the finance industry.
Janet Button (CRD# 1105050) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 26 years of experience in the finance industry.
Judith Cain (CRD# 1520180) is an Investment Advisor Representative working at D.a. Davidson & Company in Pasadena, CA and has over 25 years of experience in the finance industry.
Daniel Cairns (CRD# 719128) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 43 years of experience in the finance industry.