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
Paul Barone (CRD# 702974) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 44 years of experience in the finance industry.
Leah Barrett (CRD# 6578594) is an Investment Advisor Representative working at D.a. Davidson & Company in Herndon, VA and has over 6 years of experience in the finance industry.
Renee Barrett (CRD# 5271238) is an Investment Advisor Representative working at D.a. Davidson & Company in Philadelphia, PA and has over 16 years of experience in the finance industry.
Alexa Bass (CRD# 6176121) is an Investment Advisor Representative working at D.a. Davidson & Company in Helena, MT and has over 10 years of experience in the finance industry.
Jacqueline Beauprez (CRD# 4075012) is an Investment Advisor Representative working at D.a. Davidson & Company in Denver, CO and has over 21 years of experience in the finance industry.
Tammy Beaver (CRD# 3228779) is an Investment Advisor Representative working at D.a. Davidson & Company in Great Falls, MT and has over 24 years of experience in the finance industry.
Tyler Bebee (CRD# 4814419) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 19 years of experience in the finance industry.
Ann Becker (CRD# 1651771) is an Investment Advisor Representative working at D.a. Davidson & Company in Los Angeles, CA and has over 32 years of experience in the finance industry.
Michael Bell (CRD# 2660446) is an Investment Advisor Representative working at D.a. Davidson & Company in Bellevue, WA and has over 28 years of experience in the finance industry.
Stephanie Bennett (CRD# 2670540) is an Investment Advisor Representative working at D.a. Davidson & Company in Pasadena, CA and has over 27 years of experience in the finance industry.