Cheryl Squier
Cheryl Squier is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 34 years of industry experience. Cheryl 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 W Park Dr, Suite 200, Grand Junction, CO, 81505
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2021Other Business Activities
Cheryl owns multiple rental properties through different entities, including a property in Sanibel, FL and two LLCs in Grand Junction, CO. She dedicates 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
Edward Jones
Edward JonesBroker
Sunamerica Securities, INC.Broker
Aegon USA Securities INC.Broker
Banc One Securities CorporationBroker
Liberty Securities CorporationBroker
Fn Investment CenterBroker
State Registrations21 states
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.