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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in Boise, ID

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

13 registered advisors work at D.A. Davidson & Co. in Boise, out of 664 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 13 are also registered broker representatives.

D.A. Davidson & Co. advisors in Boise, 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 54Great Falls, MT 35Bozeman, MT 28Omaha, NE 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Medford, OR 15Roseville, CA 15Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12Denver, CO 12

Other firms in Boise

All Boise advisors →

Wells Fargo Clearing Services, LLC 57The Caprock Group, LLC 29Morgan Stanley 27Edward Jones 25LPL Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 18Legacy Wealth Management, LLC 17Venturi Private Wealth 15Raymond James & Associates, Inc. 13Cetera Investment Advisers LLC 12UBS Financial Services Inc. 12Stifel, Nicolaus & Company, Incorporated 11

Questions

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

13 investment adviser representatives are registered at D.A. Davidson & Co. offices in Boise, Idaho, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 2 list the CFP designation and 13 are also registered as broker representatives.

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

D.A. Davidson & Co. ranks number 9 in Boise by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 57.

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

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.