How does the advisor help clients – Key Takeaways:
D.A. Davidson & Co. is a full-service financial advisory firm with a team of expert advisors who have a wealth of experience in providing comprehensive financial guidance to clients. The firm is dedicated to helping clients reach their financial goals and maximize their investments.
Facts and Insights
Founded in 1935, D.A. Davidson & Co. is a well-established and reputable financial advisory firm with a client-centric approach. The firm has a wide range of expertise in various areas, including investment management, retirement planning, and wealth transfer strategies.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| Over $50 billion | 1,300+ | 85+ years |
Financial Services Offered
D.A. Davidson & Co. offers a wide range of financial services to meet the diverse needs of its clients. These services include:
- Investment management
- Retirement planning
- Estate planning
- Wealth transfer strategies
- Tax planning
- Insurance and risk management
Client Types
D.A. Davidson & Co. serves a variety of clients, including individuals, families, and businesses. The firm caters to clients of all sizes and has a broad range of offerings to meet the unique needs and objectives of each client.
Fees & Compensation
At D.A. Davidson & Co., fees and compensation are transparent and are based on the services provided to clients. The firm follows a fee-based approach, which means that clients pay a percentage of their assets under management as a fee. This ensures that the firm’s interests are aligned with those of its clients.
Background
D.A. Davidson & Co. has a rich history and a strong reputation in the financial advisory industry. The firm is known for its expertise, integrity, and commitment to helping clients achieve their financial goals. D.A. Davidson & Co. has also been recognized by various industry publications for its exceptional services and experienced advisors.
Financial Advisor Disclosures to Know
D.A. Davidson & Co. is a registered investment advisor (RIA) with the Securities and Exchange Commission (SEC). The firm’s advisors are also registered representatives with the Financial Industry Regulatory Authority (FINRA). As required by these regulatory bodies, D.A. Davidson & Co. maintains full disclosure of its practices, services, and fees on its website and in all client contracts.