BD
BD

Bradley Dugdale

43 Years of Experience
Coeur D' Alene, ID
1 DisclosureBroker

Bradley Dugdale is a registered investment advisor at D.A. Davidson & CO., based in Coeur D' Alene, ID, with 43 years of industry experience. Bradley operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

Loading...

Location

200 W. Hanley Ave., Suite 13, Coeur D' Alene, ID, 83815

Get directions

History

Regulatory History (1)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2000
Award / Judgment
Other Business Activities

Bradley is a director at Mountain West Savings Bank, co-owner of B&DO LLC rental property, and president of Lets Save America, Corp. He also holds positions at Lets Save America Foundation, Munny Journey LLC, North Idaho College Foundation, Innovation Collective, High Performance Corp, and Thunder Bird Country Club, dedicating a few hours per week to High Performance Corp and minimal time to the others.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2002 - Present · 24 yrs 2 mos
D.A. Davidson & CO.Broker
July 1982 - Present · 43 yrs 10 mos
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - April 2006 · 3 yrs 10 mos
State Registrations40 states
AKAZCACODCFLGAHIIDILINKSKYLAMAMDMIMNMOMTNCNDNENJNMNVNYOHOKORPASCSDTNTXUTVAWAWIWY
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.