Associate Financial Advisor, Associate Portfolio Manager Owen Legacy Group
D.A. Davidson Companies is an employee-owned financial services holding company offering a full menu of integrated brokerage, capital markets, money management, trust and wealth management services.
As an Associate Financial Advisor, my experience combines with the resources of D.A. Davidson & Co. to provide clients with financial and investment services for every phase of their financial lives. Services include: · Financial planning · Estate planning · Portfolio management · IRAs, retirement and pension plan services · Managed assets programs · College planning · OTC and listed securities · Government securities · Municipal and corporate bonds · Insured brokered certificates of deposit · Money market funds · Mutual funds · Trust planning through Davidson Trust Co. · In-house research · DADVANTAGE Complete Cash Management · Prestige Account benefits · Loans on securities · Securities gift certificates · Bank Insured Deposit Program · Insurance and Annuities