Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Missoula, MT
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Missoula, A to Z.
The short answer
17 registered advisors work at D.A. Davidson & Co. in Missoula, out of 625 at the firm nationwide; it ranks number 2 in the city by advisors. 6 list the CFP designation and 17 are also registered broker representatives.
D.A. Davidson & Co. advisors in Missoula, A to Z
Every D.A. Davidson & Co. advisor →- Jane C. BondAlso a broker rep
- Bradley B. CederbergCertified Financial Planner · Also a broker rep
- Morgan J. EichwaldCertified Financial Planner · Also a broker rep
- Sarah H. FoleyAlso a broker rep
- Cynthia L. FritchCertified Financial Planner · Also a broker rep
- Wesley M. GolieAlso a broker rep
- Julie L. HolmesAlso a broker rep
- Megan M. IngersollAlso a broker rep
- Timothy J. KatoAlso a broker rep
- Bruce A. MadsenAlso a broker rep
- Carter MillerAlso a broker rep
- Mark A. NicholsonAlso a broker rep
- John H. PassuccioCertified Financial Planner · Also a broker rep
- Raymond J. RoundCertified Financial Planner · Also a broker rep
- Laurel L. SaravalliAlso a broker rep
- Sydney E. StabioCertified Financial Planner · Also a broker rep
- Vonda J. SundtAlso 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 16Lake Oswego, OR 14Boise, ID 13Helena, MT 13Kalispell, MT 13Medford, OR 13Bellevue, WA 12Pasadena, CA 12Salt Lake City, UT 12
Other firms in Missoula
All Missoula advisors →LPL Financial LLC 16S.G. Long & Company 15Sgl Investment Advisors, Inc. 15Edward Jones 11Ameriprise Financial Services, LLC 8Wells Fargo Advisors Financial Network, LLC 8Merrill Lynch, Pierce, Fenner & Smith Incorporated 7Charles Schwab & Co., Inc. 6Osaic Wealth, Inc. 6UBS Financial Services Inc. 6Front Street Capital Management, Inc. 5Park Avenue Securities LLC 4
Questions
How many financial advisors does D.A. Davidson & Co. have in Missoula?
17 investment adviser representatives are registered at D.A. Davidson & Co. offices in Missoula, Montana, according to the SEC's Investment Adviser Public Disclosure records, out of 625 nationwide. 6 list the CFP designation and 17 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Missoula?
D.A. Davidson & Co. ranks number 2 in Missoula by registered advisors; LPL Financial LLC has the most, with 16.
How do I check a D.A. Davidson & Co. advisor in Missoula?
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.