William Fleenor is a registered investment advisor at D.A. Davidson & CO., based in Walla Walla, WA, with 36 years of industry experience. William 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
102 West Main Street, Suite 200, Walla Walla, WA, 99362
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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William is the head golf coach for Walla Walla High School, dedicating about half their time to this role. He also serves as secretary for Walla Walla Country Club, spending minimal time taking minutes at monthly board meetings.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
State Registrations16 states
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