Andrew Davidson is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 35 years of industry experience. Andrew 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
8 Third Street North, Great Falls, MT, 59401-3104
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Andrew is a trustee for individual trusts and the Davidson Legacy Trust, and manages several LLCs (Davidson Family Properties, Davidson Investments II, Davidson Investments, Davidson Legacy, Davidson Legacy II, and Davidson Investment III) related to real estate and investments. He also serves as President/Secretary for the Davidson Family Foundation and as a Trustee/Board Member for the University of Montana Foundation.
Employment History
Current Registrations
D.A. Davidson & CO.
Davidson Investment Advisors, INC.
D.A. Davidson & CO.Broker
Previous Registrations
Van Kasper & CompanyBroker
Dean Witter Reynolds INC.Broker
D.A. Davidson & CO.Broker
State Registrations25 states
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