D.a. Davidson & Company
D.a. Davidson & Company (CRD# 199) is a financial advisory firm headquartered in Great Falls, MT. They manage $23,892,459,266 in 76,487 accounts and serve the financial needs of clients across 51 states (or territories).
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Total Assets Under Management23,892MILLION
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Total Number of Accounts76,487ACCOUNTS
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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
Certified Financial Planner and Fiduciary Wealth Managment professional with D.A. Davidson & Company in Billings, MT and has over 26 years of experience in Wealth Management. Patrick O'Leary 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
Kathleen Absec (CRD# 1341565) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 25 years of experience in the finance industry.
Carlos Alcaine (CRD# 1296717) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 38 years of experience in the finance industry.
Dustan Allred (CRD# 6340382) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 9 years of experience in the finance industry.
Jay Allred (CRD# 6058551) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 11 years of experience in the finance industry.
Stanley Allred (CRD# 1243620) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 39 years of experience in the finance industry.
Steven Alvord (CRD# 2375862) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellingham, WA and has over 30 years of experience in the finance industry.
Ashley Anderson (CRD# 5572109) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 7 years of experience in the finance industry.
James Anderson (CRD# 4635384) is an Investment Advisor Representative working at D.a. Davidson & Company in Kennewick, WA and has over 20 years of experience in the finance industry. James Anderson 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.