D.a. Davidson & Co.
8 THIRD STREET NORTH, Great Falls, Montana 59401
Confirmed via SEC Form ADV registration data. This firm has a legal obligation to act in your best interest.
This firm has disclosed additional revenue sources (insurance, brokerage, or proprietary products) in their SEC filings. Review the details below.
Fee Structure
Detailed Fee Schedule
that select either or both of these services will be charged an asset-based fee of 0.08% in addition to the Total Annual Fee. ADDITIONAL FEE INFORMATION How Fees are Charged. Unless D.A. Davidson has agreed otherwise (in writing), the Total Annual Fee is calculated and charged quarterly,
Source: Form ADV Part 2 BrochureDisciplinary Disclosures
This firm has 20 disclosures on record with the SEC.
Regulatory actions
A disclosure does not necessarily indicate wrongdoing. Verify details on SEC Adviser Info or FINRA BrokerCheck.
Compensation Transparency
- Also registered with a broker-dealer
- Also offers proprietary investment products
These additional revenue sources are disclosed in the firm's Form ADV filing with the SEC. Ask the advisor directly how these affiliations affect the advice you receive.