Todd Preston is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 34 years of industry experience. Todd 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
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business Activities
Todd is the Audit Committee Chair for School District #2, spending minimal time reviewing audits. He also serves as Secretary/Treasurer for Shadow Lawn Home Owners Association, dedicating minimal time to taking notes and reviewing property manager performance.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
Sun Investment Services CompanyBroker
Piper Jaffray INC.Broker
State Registrations24 states
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