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
Michelle Dockter (CRD# 5157651) is an Investment Advisor Representative working at D.a. Davidson & Company in Colorado Springs, CO and has over 17 years of experience in the finance industry.
Mark Dolton (CRD# 5023874) is an Investment Advisor Representative working at D.a. Davidson & Company in Lincoln, NE and has over 15 years of experience in the finance industry.
Theresa Donahue (CRD# 2713661) is an Investment Advisor Representative working at D.a. Davidson & Company in Powell, OH and has over 27 years of experience in the finance industry.
Erika Dorrington (CRD# 4852774) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 8 years of experience in the finance industry.
Dennis Doyel (CRD# 1789529) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 29 years of experience in the finance industry.
Evan Doyel (CRD# 6670748) is an Investment Advisor Representative working at D.a. Davidson & Company in Claremont, CA and has over 7 years of experience in the finance industry.
Ellen Doyle (CRD# 3131894) is an Investment Advisor Representative working at D.a. Davidson & Company in Charlottesville, VA and has over 20 years of experience in the finance industry.
David Dries (CRD# 4991762) is an Investment Advisor Representative working at D.a. Davidson & Company in Fayetteville, NC and has over 13 years of experience in the finance industry.
Natosha Duboise (CRD# 5489130) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 6 years of experience in the finance industry.
Bradley Dugdale (CRD# 1049503) is an Investment Advisor Representative working at D.a. Davidson & Company in Sandpoint, ID and has over 41 years of experience in the finance industry.