Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Billings, MT
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Billings, A to Z.
The short answer
8 registered advisors work at D.A. Davidson & Co. in Billings, out of 625 at the firm nationwide; it ranks number 9 in the city by advisors. 2 list the CFP designation and 8 are also registered broker representatives.
D.A. Davidson & Co. advisors in Billings, A to Z
Every D.A. Davidson & Co. advisor →- Darcee L. CampanellaAlso a broker rep
- Marci C. FunkAlso a broker rep
- Sabrina L. GatesAlso a broker rep
- Anthony L. GeorgeAlso a broker rep
- Dale W. Haarr Jr.Also a broker rep
- Chad A. LippertCertified Financial Planner · Also a broker rep
- Patrick H. OlearyCertified Financial Planner · Also a broker rep
- Todd A. PrestonAlso 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 51Great Falls, MT 35Bozeman, MT 26Omaha, NE 23Spokane, WA 18Lincoln, NE 17Roseville, CA 16Missoula, MT 15Lake Oswego, OR 14Boise, ID 13Helena, MT 13Kalispell, MT 13Medford, OR 13Bellevue, WA 12Pasadena, CA 12
Other firms in Billings
All Billings advisors →Edward Jones 27Merrill Lynch, Pierce, Fenner & Smith Incorporated 23LPL Financial LLC 19Investment Management Group 15Ameriprise Financial Services, LLC 13Morgan Stanley 13RBC Capital Markets, LLC 13Allied Investment Advisors LLC 8Eagle Strategies LLC 8Osaic Wealth, Inc. 8Pfs Investments Inc. 8Thrivent Investment Management Inc. 8
Questions
How many financial advisors does D.A. Davidson & Co. have in Billings?
8 investment adviser representatives are registered at D.A. Davidson & Co. offices in Billings, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 625 nationwide. 2 list the CFP designation and 8 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Billings?
D.A. Davidson & Co. ranks number 9 in Billings by registered advisors; Edward Jones has the most, with 27.
How do I check a D.A. Davidson & Co. advisor in Billings?
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.