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How does the advisor help clients – Key Takeaways:
D.A. Davidson & Co. is a financial firm that provides expert advice and services to help clients achieve their financial goals. By leveraging their knowledge and experience in the field, the firm offers a wide range of financial solutions to clients, helping them navigate through complex financial decisions.
Facts and Insights
Founded in 1935, D.A. Davidson & Co. has been in the financial advisory business for over 85 years. The firm has over 470 advisors and professionals across the United States, providing services to clients in over 90 locations. The firm offers customized, comprehensive and holistic financial advice to individuals, institutions, and businesses.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management: | $50 billion |
|---|---|
| Number of Advisors: | 470 |
| Time in Business: | 85 years |
Financial Services Offered
D.A. Davidson & Co. offers a comprehensive suite of financial services that cater to the diverse needs of their clients. The services include:
- Investment Management
- Retirement Planning
- Estate Planning
- Wealth Management
- Insurance Solutions
- Corporate Finance
- Municipal Finance
- Investment Banking
Client Types
D.A. Davidson & Co. offers its services to a wide range of clients, including individuals, families, institutions, and businesses. The firm caters to the diverse needs and goals of each client, providing personalized financial solutions to help them achieve their financial objectives.
Fees & Compensation
The firm charges fees based on the services provided to the client. The fees may vary depending on the complexity of the financial situation of the client and the type of services required. The firm is transparent about its fees and compensation structure and ensures that clients understand and agree to the fees before engaging in any services.
Background
D.A. Davidson & Co. has a strong reputation in the financial industry, having served clients for over 85 years. The firm is known for its comprehensive approach to financial planning, transparency, and expertise in the field. The firm has won numerous awards and recognition for its services and is considered a leader in the financial sector.
Financial Advisor Disclosures to Know
As a registered investment advisor, D.A. Davidson & Co. adheres to all regulatory requirements and disclosures set by the Securities and Exchange Commission (SEC) and the Financial Industry Regulatory Authority (FINRA). The firm ensures that all its advisors follow ethical and professional standards in their dealings with clients.