DD
PFS
DD
PFS

Dana Bruce Davidson

33 Years of Experience
BrokerSells Insurance
Areas of Practice
Investment Management
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
135 advisors
Number of Clients
1,916 clients
Average Client Portfolio
$698K average
Assets Under Management
$1.3B

Fee Structure

Minimum Investment:$30K
Financial Planning:Investment management only
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Location

717 N. Harwood Street, Suite 3400, Dallas, TX, 75201

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business ActivitiesSells Insurance

Dana is the president of Dana B Davidson CPA CO, a tax accounting practice, and Total Financial Security Corp, which provides investment services and fixed insurance. Dana also owns rental property, is a consultant for a mortgage company owned by their spouse, and is involved in real estate management and movie production.

Employment History
Current Registrations
Momentum Independent Network INC.
December 2018 - Present · 7 yrs 2 mos
Momentum Independent Network INC.Broker
December 2018 - Present · 7 yrs 2 mos
Previous Registrations
Cetera Advisor Networks LLC
June 2000 - December 2018 · 18 yrs 6 mos
Cetera Advisor Networks LLCBroker
February 2000 - December 2018 · 18 yrs 10 mos
Hochman & Baker Securities, INC.Broker
August 1992 - April 2000 · 7 yrs 8 mos
State Registrations24 states
ALAZCACODEFLGAIAILINKYMIMNMONCNJNMNYPRTNTXUTWAWI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.