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Terry Judd

D.A. Davidson & CO.
39 Years of Experience
Kalispell, MT
1 DisclosureBroker
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Terry Judd is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 39 years of industry experience. Terry is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
694 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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Location

176 Timberwolf Pkwy, Kalispell, MT, 59901

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History

Regulatory History (1)
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Customer Dispute
October 2002
Settled
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
October 2015 - Present · 11 yrs
D.A. Davidson & CO.Broker
January 1991 - Present · 35 yrs 9 mos
Previous Registrations
Murphey Favre, INC.Broker
June 1987 - November 1990 · 3 yrs 5 mos
First Investors CorporationBroker
April 1987 - May 1987 · 1 mo
State Registrations35 states
AKALARAZCACOFLGAIAIDILKYMAMDMEMNMOMTNCNDNJNMNVNYOKORPASCTNTXUTVAWAWIWY
AdvisorBrokerBoth

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Exams
No exam information available for this advisor.
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