TJ
TJ
Terry Judd is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 38 years of industry experience. Terry 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
176 Timberwolf Pkwy, Kalispell, MT, 59901
Get directionsHistory
Regulatory History (1)
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Customer Dispute
October 2002Settled
Employment History
Current Registrations
D.A. Davidson & CO.
October 2015 - Present · 10 yrs 9 mos
D.A. Davidson & CO.Broker
January 1991 - Present · 35 yrs 6 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
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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.