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Financial ADVSR advisor directory · SEC adviser records

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

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

The short answer

121 registered advisors work at D.A. Davidson & Co. in Montana, out of 625 nationwide; it's the firm's number 2 state by advisors, and the most are in Great Falls (35). 23 list the CFP designation and 120 are also registered broker representatives.

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

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Great Falls 35Bozeman 26Missoula 15Helena 13Kalispell 13Billings 8Hamilton 4Butte 3Whitefish 3Havre 2

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

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

D.A. Davidson & Co. in other states

Washington 140California 79Oregon 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 Montana?

121 investment adviser representatives are registered at D.A. Davidson & Co. offices in Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 625 at the firm nationwide. 23 list the CFP designation and 120 are also registered as broker representatives.

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

Great Falls, with 35, then Bozeman (26). D.A. Davidson & Co. has advisors in 10 cities in Montana.

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

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.