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Financial ADVSR advisor directory · SEC adviser records

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

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

3 registered advisors work at D.A. Davidson & Co. in Oklahoma, out of 625 nationwide; it's the firm's number 20 state by advisors, and the most are in Oklahoma City (2). 0 list the CFP designation and 3 are also registered broker representatives.

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

Every firm in Oklahoma →

Oklahoma City 2Jenks 1

D.A. Davidson & Co. advisors in Oklahoma, 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 140Montana 122California 79Oregon 52Idaho 50Nebraska 41Virginia 27Colorado 21Utah 16North Carolina 14Texas 11Minnesota 6South Carolina 6Arizona 5Nevada 5Missouri 4Tennessee 4Wyoming 4New York 3

Questions

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

3 investment adviser representatives are registered at D.A. Davidson & Co. offices in Oklahoma, according to the SEC's Investment Adviser Public Disclosure records, out of 625 at the firm nationwide. 0 list the CFP designation and 3 are also registered as broker representatives.

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

Oklahoma City, with 2, then Jenks (1). D.A. Davidson & Co. has advisors in 2 cities in Oklahoma.

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

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.