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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in Palm Desert, CA

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

The short answer

4 registered advisors work at D.A. Davidson & Co. in Palm Desert, out of 625 at the firm nationwide; it ranks number 11 in the city by advisors. 2 list the CFP designation and 4 are also registered broker representatives.

D.A. Davidson & Co. advisors in Palm Desert, 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 51Great Falls, MT 35Bozeman, MT 26Omaha, NE 23Spokane, WA 18Lincoln, NE 17Roseville, CA 16Missoula, MT 15Lake Oswego, OR 14Boise, ID 13Helena, MT 13Kalispell, MT 13Medford, OR 13Bellevue, WA 12Pasadena, CA 12

Other firms in Palm Desert

All Palm Desert advisors →

Morgan Stanley 23Wells Fargo Clearing Services, LLC 18Keystone Private Wealth 12Raymond James & Associates, Inc. 12Cypress Wealth Services, LLC 9The Wealth Consulting Group 8Hoainvest LLC 6J.P. Morgan Securities LLC 5Merrill Lynch, Pierce, Fenner & Smith Incorporated 5RBC Capital Markets, LLC 5Fortem Financial Group, LLC 4LPL Financial LLC 4

Questions

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

4 investment adviser representatives are registered at D.A. Davidson & Co. offices in Palm Desert, California, according to the SEC's Investment Adviser Public Disclosure records, out of 625 nationwide. 2 list the CFP designation and 4 are also registered as broker representatives.

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

D.A. Davidson & Co. ranks number 11 in Palm Desert by registered advisors; Morgan Stanley has the most, with 23.

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

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.