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Cheryl Squier

D.A. Davidson & CO.
34 Years of Experience
Grand Junction, CO
1 DisclosureBroker
View SEC Summary
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Cheryl Squier is a registered investment advisor at D.A. Davidson & CO., based in Grand Junction, CO, with 34 years of industry experience. Cheryl is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

D.A. Davidson & CO.
Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
695 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
View Full SEC Brochure

Location

360 W Park Dr, Suite 200, Grand Junction, CO, 81505

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History

Regulatory History (1)
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Customer Dispute
August 2021
Denied
View Full SEC ReportHow to Read Disclosures
Other 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.
May 2021 - Present · 5 yrs 5 mos
D.A. Davidson & CO.Broker
May 2021 - Present · 5 yrs 5 mos
Previous Registrations
Wells Fargo Clearing Services, LLC
March 2011 - May 2021 · 10 yrs 2 mos
Wells Fargo Clearing Services, LLCBroker
March 2011 - May 2021 · 10 yrs 2 mos
Edward Jones
March 2007 - March 2011 · 4 yrs
Edward JonesBroker
March 2004 - March 2011 · 7 yrs
Sunamerica Securities, INC.Broker
December 1996 - March 2004 · 7 yrs 3 mos
Aegon USA Securities INC.Broker
October 1994 - December 1996 · 2 yrs 2 mos
Banc One Securities CorporationBroker
October 1993 - October 1994 · 1 yr
Liberty Securities CorporationBroker
March 1993 - October 1993 · 7 mos
Fn Investment CenterBroker
December 1991 - March 1993 · 1 yr 3 mos
State Registrations23 states
AKAZCACOFLGAHIIDILLAMAMIMOMTNHNMNVNYOKTXUTWIWY
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.
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