Don Wells is a registered investment advisor at D.A. Davidson & CO., based in Bend, OR, with 35 years of industry experience. Don 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
360 SW Bond Street, Suite 300, Bend, OR, 97702
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Don has a 51% ownership in Backporch Coffee Roasters, a coffee shop in Bend, Oregon, since 2006. He also owns 25% of a cabin on Lake Billy Chinook since 2011 and is a partner in Cabin on Lake Billy Chinook LLC, and treasurer for Friend to Friend, a non-profit, dedicating minimal time to these activities.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Citigroup Global Markets INC.
Citigroup Global Markets INC.Broker
A. G. Edwards & Sons, INC.Broker
Lehman Brothers INC.Broker
State Registrations31 states
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