Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Wilmington, NC
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Wilmington, A to Z.
The short answer
6 registered advisors work at D.A. Davidson & Co. in Wilmington, out of 625 at the firm nationwide; it ranks number 20 in the city by advisors. 2 list the CFP designation and 6 are also registered broker representatives.
D.A. Davidson & Co. advisors in Wilmington, A to Z
Every D.A. Davidson & Co. advisor →- Maria H. CraytonAlso a broker rep
- Danielle PottsCertified Financial Planner · Also a broker rep
- Ryan M. RiedelAlso a broker rep
- Richard A. SementaCertified Financial Planner · Also a broker rep
- William A. VestalAlso a broker rep
- Michael H. WombleAlso 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 Wilmington
All Wilmington advisors →Wells Fargo Clearing Services, LLC 39Edward Jones 24Merrill Lynch, Pierce, Fenner & Smith Incorporated 21Wells Fargo Advisors Financial Network, LLC 18Commonwealth Financial Network 15Morgan Stanley 14Raymond James Financial Services Advisors, Inc. 14Raymond James & Associates, Inc. 12UBS Financial Services Inc. 12First Citizens Investor Services, Inc. 11Captrust 10Cetera Investment Advisers LLC 10
Questions
How many financial advisors does D.A. Davidson & Co. have in Wilmington?
6 investment adviser representatives are registered at D.A. Davidson & Co. offices in Wilmington, North Carolina, according to the SEC's Investment Adviser Public Disclosure records, out of 625 nationwide. 2 list the CFP designation and 6 are also registered as broker representatives.
Is D.A. Davidson & Co. one of the largest advisor employers in Wilmington?
D.A. Davidson & Co. ranks number 20 in Wilmington by registered advisors; Wells Fargo Clearing Services, LLC has the most, with 39.
How do I check a D.A. Davidson & Co. advisor in Wilmington?
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.