James Moerkerke, financial advisor Hamilton MT

James Moerkerke

CRD Number: 1012619
Current Firm: D.a. Davidson & Company

James Moerkerke (CRD# 1012619) is an Investment Advisor Representative working at D.a. Davidson & Company in Hamilton, MT and has over 42 years of experience in the finance industry. James Moerkerke 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.

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Professional Designations
Company Name Location Dates Years
D.a. Davidson & Company Hamilton, MT Jul 1981 - Current 42
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1981
S65 NASAA Investment Advisors Law Examination Aug 2007
Contact Info for James A. Moerkerke
Phone Number: 406-727-4200
Registered State(s):
  • MT
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • 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

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

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