Financial ADVSR advisor directory · SEC adviser records
D.A. Davidson & Co. financial advisors in Medford, OR
Every SEC-registered investment adviser representative at a D.A. Davidson & Co. office in Medford, A to Z.
13 registered advisors work at D.A. Davidson & Co. in Medford, out of 664 at the firm nationwide; it ranks number 2 in the city by advisors. 2 list the CFP designation and 13 are also registered broker representatives.
D.A. Davidson & Co. advisors in Medford, A to Z
Every D.A. Davidson & Co. advisor →- Lilia I. CaballeroAlso a broker rep
- Brenton D. CissonAlso a broker rep
- William E. ClaryCertified Financial Planner · Also a broker rep
- Madelynn R. DaltonAlso a broker rep
- Nathaniel T. HardyAlso a broker rep
- Diane C. HoltAlso a broker rep
- Brandon KingAlso a broker rep
- Kevin D. McLoughlinAlso a broker rep
- David M. PreszlerCertified Financial Planner · Also a broker rep
- Ava R. ReedAlso a broker rep
- Jonna S. RobinsonAlso a broker rep
- Robert S. SevcikAlso a broker rep
- Marquetta A. StrattonAlso 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 54Great Falls, MT 35Bozeman, MT 28Omaha, NE 28Spokane, WA 19Lincoln, NE 18Missoula, MT 17Bellevue, WA 16Roseville, CA 15Boise, ID 14Helena, MT 14Kalispell, MT 14Lake Oswego, OR 14Coeur D'Alene, ID 12Denver, CO 12
Other firms in Medford
All Medford advisors →Morgan Stanley 19Cetera Investment Advisers LLC 11Edward Jones 8LPL Financial LLC 8Stifel, Nicolaus & Company, Incorporated 7Osaic Wealth, Inc. 6Raymond James Financial Services Advisors, Inc. 5Wells Fargo Clearing Services, LLC 5Oregon Pacific Wealth Management 3Seacrest Wealth Management, LLC 3State Farm Investment Management Corp. 3United Planners' Financial Services Of America A Limited Partner 3
Questions
How many financial advisors does D.A. Davidson & Co. have in Medford?
13 investment adviser representatives are registered at D.A. Davidson & Co. offices in Medford, Oregon, 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 Medford?
D.A. Davidson & Co. ranks number 2 in Medford by registered advisors; Morgan Stanley has the most, with 19.
How do I check a D.A. Davidson & Co. advisor in Medford?
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.