Jamie WilliamsCRD Number: 6292795
Current Firm: D.a. Davidson & Company
Jamie Williams (CRD# 6292795) is an Investment Advisor Representative working at D.a. Davidson & Company in Sheridan, WY and has over 7 years of experience in the finance industry.
Cetera Investment Advisers LLC
D.a. Davidson & Company
U.s. Bancorp Investments, Inc.
|D.a. Davidson & Company||Sheridan, WY||Jan 2014 - Current||9|
|Sanfords||Sheridan, WY||Oct 2013 - Jan 2014||< 1|
|Jack In The Box||Sheridan, WY||May 2011 - Oct 2013||2|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Apr 2016|
Total Assets Under Management23,892MILLIONS
Total Number of Accounts76,487ACCOUNTS
Average Account Value$312,373
- 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
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