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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in California

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

79 registered advisors work at D.A. Davidson & Co. in California, out of 625 nationwide; it's the firm's number 3 state by advisors, and the most are in Roseville (16). 11 list the CFP designation and 79 are also registered broker representatives.

D.A. Davidson & Co. advisors by city in California

Every firm in California →

Roseville 16Pasadena 12Carlsbad 9Claremont 9Encino 6Newport Beach 5Fresno 4Palm Desert 4Long Beach 3Ventura 3Irvine 2Burbank 1Camarillo 1Corona 1Los Angeles 1San Diego 1Simi Valley 1

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

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D.A. Davidson & Co. in other states

Washington 140Montana 122Oregon 52Idaho 50Nebraska 41Virginia 27Colorado 21Utah 16North Carolina 14Texas 11Minnesota 6South Carolina 6Arizona 5Nevada 5Missouri 4Tennessee 4Wyoming 4New York 3Oklahoma 3

Questions

How many D.A. Davidson & Co. financial advisors are in California?

79 investment adviser representatives are registered at D.A. Davidson & Co. offices in California, according to the SEC's Investment Adviser Public Disclosure records, out of 625 at the firm nationwide. 11 list the CFP designation and 79 are also registered as broker representatives.

Where in California does D.A. Davidson & Co. have the most advisors?

Roseville, with 16, then Pasadena (12). D.A. Davidson & Co. has advisors in 17 cities in California.

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

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.