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Financial ADVSR advisor directory · SEC adviser records

D.A. Davidson & Co. financial advisors in Bend, OR

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

7 registered advisors work at D.A. Davidson & Co. in Bend, out of 664 at the firm nationwide; it ranks number 7 in the city by advisors. 0 list the CFP designation and 6 are also registered broker representatives.

D.A. Davidson & Co. advisors in Bend, 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 15Boise, ID 14Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12

Other firms in Bend

All Bend advisors →

LPL Financial LLC 22Merrill Lynch, Pierce, Fenner & Smith Incorporated 19RBC Capital Markets, LLC 19Raymond James Financial Services Advisors, Inc. 16Morgan Stanley 14Edward Jones 13Osaic Wealth, Inc. 9Raymond James & Associates, Inc. 7Cetera Investment Advisers LLC 5State Farm Investment Management Corp. 5Stifel, Nicolaus & Company, Incorporated 5Strategic Financial Partners, Ltd. 5

Questions

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

7 investment adviser representatives are registered at D.A. Davidson & Co. offices in Bend, Oregon, according to the SEC's Investment Adviser Public Disclosure records, out of 664 nationwide. 0 list the CFP designation and 6 are also registered as broker representatives.

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

D.A. Davidson & Co. ranks number 7 in Bend by registered advisors; LPL Financial LLC has the most, with 22.

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

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.