WC
CFP
WC
CFP
William Clary
33 Years of Experience
Medford, OR
1 DisclosureBroker
William Clary is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Medford, OR, with 33 years of industry experience. William 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B
Fee Structure
Investment management only (planning not offered)
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
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Location
3210 Hillcrest Park Drive, Suite 200, Medford, OR, 97504
Get directionsHistory
Regulatory History (1)
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Customer Dispute
February 2025Settled
Employment History
Current Registrations
D.A. Davidson & CO.Broker
September 2009 - Present · 16 yrs 10 mos
D.A. Davidson & CO.
September 2009 - Present · 16 yrs 10 mos
Previous Registrations
Morgan Stanley Smith BarneyBroker
June 2009 - September 2009 · 3 mos
Morgan Stanley Smith Barney LLC
June 2009 - September 2009 · 3 mos
Citigroup Global Markets INC.
April 2003 - June 2009 · 6 yrs 2 mos
Citigroup Global Markets INC.Broker
November 1995 - June 2009 · 13 yrs 7 mos
American Express Financial Advisors INC.Broker
July 1994 - November 1995 · 1 yr 4 mos
Ids Life Insurance CompanyBroker
July 1994 - November 1995 · 1 yr 4 mos
Waddell & Reed, INC.Broker
December 1992 - July 1994 · 1 yr 7 mos
State Registrations31 states
ARAZCACOCTDCFLGAHIIAIDILKSMDMTNCNHNJNMNVNYOHOKORPASCTNTXWAWIWY
AdvisorBrokerBoth
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Exams
No exam information available for this advisor.