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
Kurt Anderson (CRD# 2191836) is an Investment Advisor Representative working at D.a. Davidson & Company in Port Angeles, WA and has over 32 years of experience in the finance industry.
Joshua Anspaugh (CRD# 5589461) is an Investment Advisor Representative working at D.a. Davidson & Company in Los Angeles, CA and has over 10 years of experience in the finance industry.
Bradley Armstrong (CRD# 6116210) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 11 years of experience in the finance industry.
Steven Arrigo (CRD# 1345186) is an Investment Advisor Representative working at D.a. Davidson & Company in Newport Beach, CA and has over 39 years of experience in the finance industry.
Anne Ashton (CRD# 5596559) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 15 years of experience in the finance industry.
Michael Augustine (CRD# 2334349) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 30 years of experience in the finance industry.
Khamsin Bailey (CRD# 6846265) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 5 years of experience in the finance industry.
Margaret Baldwin (CRD# 864401) is an Investment Advisor Representative working at D.a. Davidson & Company in Newport Beach, CA and has over 38 years of experience in the finance industry.
Zachary Barber (CRD# 6477026) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 7 years of experience in the finance industry.
Kenneth Barkus (CRD# 2364069) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 30 years of experience in the finance industry.