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
Bradley Cederberg (CRD# 4678177) is an Investment Advisor Representative working at D.a. Davidson & Company in Missoula, MT and has over 17 years of experience in the finance industry.
Renee Chase (CRD# 2314106) is an Investment Advisor Representative working at D.a. Davidson & Company in Salt Lake City, UT and has over 31 years of experience in the finance industry.
Jennifer Chavez (CRD# 6486326) is an Investment Advisor Representative working at D.a. Davidson & Company in Colorado Springs, CO and has over 7 years of experience in the finance industry.
Sarah Chilton (CRD# 4491059) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 22 years of experience in the finance industry.
Charlene Ciandella (CRD# 1172687) is an Investment Advisor Representative working at D.a. Davidson & Company in Upper Saddle River, NJ and has over 6 years of experience in the finance industry.
Colleen Clark (CRD# 1749174) is an Investment Advisor Representative working at D.a. Davidson & Company in Portland, OR and has over 34 years of experience in the finance industry.
William Clary (CRD# 2300201) is an Investment Advisor Representative working at D.a. Davidson & Company in Medford, OR and has over 31 years of experience in the finance industry.
Richard Class (CRD# 5371403) is an Investment Advisor Representative working at D.a. Davidson & Company in Greensboro, NC and has over 16 years of experience in the finance industry.
John Clay (CRD# 4432824) is an Investment Advisor Representative working at D.a. Davidson & Company in Ventura, CA and has over 22 years of experience in the finance industry.
Christopher Connors (CRD# 4413251) is an Investment Advisor Representative working at D.a. Davidson & Company in Butte, MT and has over 15 years of experience in the finance industry.