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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in Fresno, CA

Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Fresno, A to Z.

4 registered advisors work at D.A. Davidson & Co. in Fresno, out of 664 at the firm nationwide; it ranks number 22 in the city by advisors. 1 list the CFP designation and 4 are also registered broker representatives.

D.A. Davidson & Co. advisors in Fresno, A to Z

Every D.A. Davidson & Co. advisor →

D.A. Davidson & Co. advisors in every city and state →D.A. Davidson & Co.: assets, clients and custodians →Advisor Moves: who changed firms this week →

D.A. Davidson & Co. advisors in other cities

Seattle, WA 54Great Falls, MT 35Bozeman, MT 28Omaha, NE 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Medford, OR 15Roseville, CA 15Boise, ID 14Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12

Other firms in Fresno

All Fresno advisors →

LPL Financial LLC 80Wells Fargo Clearing Services, LLC 59Morgan Stanley 30Merrill Lynch, Pierce, Fenner & Smith Incorporated 22Ameriprise Financial Services, LLC 20Wells Fargo Advisors Financial Network, LLC 11Commonwealth Financial Network 10Eagle Strategies LLC 10Osaic Wealth, Inc. 10Principal Securities, Inc. 10RBC Capital Markets, LLC 10Charles Schwab & Co., Inc. 7

Questions

How many financial advisors does D.A. Davidson & Co. have in Fresno?

4 investment adviser representatives are registered at D.A. Davidson & Co. offices in Fresno, California, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 1 list the CFP designation and 4 are also registered as broker representatives.

Is D.A. Davidson & Co. one of the largest advisor employers in Fresno?

D.A. Davidson & Co. ranks number 22 in Fresno by registered advisors; LPL Financial LLC has the most, with 80.

How do I check a D.A. Davidson & Co. advisor in Fresno?

Each advisor below links to a profile with their registrations, exams, designations and how long they've been registered, plus links to the SEC's adviser search and FINRA BrokerCheck, where any disclosures are listed in full.

Source: the SEC's Investment Adviser Public Disclosure daily file. Advisors are listed at the city of the D.A. Davidson & Co. office they're registered at; broker-only representatives (FINRA BrokerCheck) aren't included. Weighing a move? Compare payouts by firm or value a recruiting offer.