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
Joshua Boyce (CRD# 6435147) is an Investment Advisor Representative working at D.a. Davidson & Company in Kalispell, MT and has over 9 years of experience in the finance industry.
Brian Boyden (CRD# 4490120) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 21 years of experience in the finance industry.
Nathan Bradham (CRD# 6946604) is an Investment Advisor Representative working at D.a. Davidson & Company in Lexington, SC and has over 5 years of experience in the finance industry.
Robert Braig (CRD# 1876880) is an Investment Advisor Representative working at D.a. Davidson & Company in Whitefish, MT and has over 35 years of experience in the finance industry.
Michelle Brandt (CRD# 6960294) is an Investment Advisor Representative working at D.a. Davidson & Company in Fresno, CA and has over 4 years of experience in the finance industry.
Brent Breshears (CRD# 2720971) is an Investment Advisor Representative working at D.a. Davidson & Company in Lake Oswego, OR and has over 26 years of experience in the finance industry.
Rodney Brewster (CRD# 5466642) is an Investment Advisor Representative working at D.a. Davidson & Company in Seattle, WA and has over 12 years of experience in the finance industry.
Rainbow Brooks (CRD# 4350194) is an Investment Advisor Representative working at D.a. Davidson & Company in Roseville, CA and has over 7 years of experience in the finance industry.
Brandon Brown (CRD# 3075265) is an Investment Advisor Representative working at D.a. Davidson & Company in Colorado Springs, CO and has over 25 years of experience in the finance industry.
Brian Brown (CRD# 2503691) is an Investment Advisor Representative working at D.a. Davidson & Company in Bozeman, MT and has over 29 years of experience in the finance industry.