Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Ventura, CA
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Ventura, A to Z.
3 registered advisors work at D.A. Davidson & Co. in Ventura, out of 664 at the firm nationwide; it ranks number 5 in the city by advisors. 0 list the CFP designation and 3 are also registered broker representatives.
D.A. Davidson & Co. advisors in Ventura, A to Z
Every D.A. Davidson & Co. advisor →- John C. Clay Jr.Also a broker rep
- Howard E. KreutzingerAlso a broker rep
- Emily A. ReaganAlso 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 Ventura
All Ventura advisors →LPL Financial LLC 16Anacapa Financial, LLC 5Integrity Wealth Advisors, Inc. 5Mariner 4J.P. Morgan Securities LLC 3Planmember Securities Corporation 3The Lynd Group Advisors, LLC 3Verus Capital Partners, LLC 3
Questions
How many financial advisors does D.A. Davidson & Co. have in Ventura?
3 investment adviser representatives are registered at D.A. Davidson & Co. offices in Ventura, California, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Ventura?
D.A. Davidson & Co. ranks number 5 in Ventura by registered advisors; LPL Financial LLC has the most, with 16.
How do I check a D.A. Davidson & Co. advisor in Ventura?
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.