Vice President, Financial Advisor
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 a 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 strategies • Estate strategies • 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