Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Long Beach, CA
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Long Beach, A to Z.
3 registered advisors work at D.A. Davidson & Co. in Long Beach, out of 664 at the firm nationwide; it ranks number 19 in the city by advisors. 1 list the CFP designation and 3 are also registered broker representatives.
D.A. Davidson & Co. advisors in Long Beach, A to Z
Every D.A. Davidson & Co. advisor →- Anthony P. GeorgeAlso a broker rep
- Steven C. Jackson Jr.Certified Financial Planner · Also a broker rep
- David A. NathanAlso a broker rep
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 Long Beach
All Long Beach advisors →Morgan Stanley 76Halbert Hargrove 34LPL Financial LLC 28Wells Fargo Advisors Financial Network, LLC 20Strategic Advisers LLC 15Ameriprise Financial Services, LLC 14Clg LLC 14J.P. Morgan Securities LLC 13Edward Jones 10Crux Wealth Advisors 7Integrated Wealth Concepts LLC 5State Farm Investment Management Corp. 5
Questions
How many financial advisors does D.A. Davidson & Co. have in Long Beach?
3 investment adviser representatives are registered at D.A. Davidson & Co. offices in Long Beach, California, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 1 list the CFP designation and 3 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Long Beach?
D.A. Davidson & Co. ranks number 19 in Long Beach by registered advisors; Morgan Stanley has the most, with 76.
How do I check a D.A. Davidson & Co. advisor in Long Beach?
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.