DB
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David Bland

43 Years of Experience
Roseville, CA
Broker

David Bland is a registered investment advisor at D.A. Davidson & CO., based in Roseville, CA, with 43 years of industry experience. David 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.

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Location

2901 Douglas Blvd., Suite 255, Roseville, CA, 95661

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.Broker
November 2013 - Present · 12 yrs 6 mos
Previous Registrations
Crowell Weedon & CO.
November 2013 - November 2013 · 0 mos
Crowell Weedon & CO.Broker
November 2013 - November 2013 · 0 mos
Crowell, Weedon & CO.
July 1997 - November 2013 · 16 yrs 4 mos
Crowell, Weedon & CO.Broker
July 1984 - November 2013 · 29 yrs 4 mos
Dean Witter Reynolds INC.Broker
March 1983 - July 1984 · 1 yr 4 mos
State Registrations39 states
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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.
David Bland - Financial Advisor | TrueAdvisor