Davidson Investment Advisors, Inc.
Davidson Investment Advisors, Inc. (CRD# 110552) is a financial advisory firm headquartered in Great Falls, MT. They manage $2,489,292,610 in 2,125 accounts and serve the financial needs of clients across 32 states (or territories).
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Total Assets Under Management2,489MILLION
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Total Number of Accounts2,125ACCOUNTS
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Average Account Value$1,171,432
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (as well as "business development companies")
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
AK, AZ, CA, CO, FL, GA, HI, IA, ID, IL, KS, MA, MD, MN, MT, ND, NE, NH, NJ, NV, NY, OH, OK, OR, PA, SC, TX, UT, VA, WA, WI, WY
Terence Anderson (CRD# 2583377) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Spokane, WA and has over 27 years of experience in the finance industry.
Brian Clancy (CRD# 4873272) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has 1 year of experience in the finance industry.
Paul Condrat (CRD# 4807776) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Carlsbad, CA and has over 18 years of experience in the finance industry.
Stephen Frahm (CRD# 2763727) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 25 years of experience in the finance industry.
Bryn Hagfors (CRD# 6226890) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 3 years of experience in the finance industry.
William Holevoet (CRD# 2430461) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Seattle, WA and has over 20 years of experience in the finance industry.
Timothy Iltz (CRD# 3085547) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Portland, OR and has over 17 years of experience in the finance industry.
Christopher Johns (CRD# 2340319) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Denver, CO and has over 27 years of experience in the finance industry.
Heather Kubas (CRD# 4595889) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 19 years of experience in the finance industry.
James Searles (CRD# 724884) is an Investment Advisor Representative working at Davidson Investment Advisors, Inc. in Great Falls, MT and has over 41 years of experience in the finance industry. James Searles has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.