Shawna Marion is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 20 years of industry experience. Shawna 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
8 Third Street North, Great Falls, MT, 59401-3104
Get directionsHistory
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 →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
D.A. Davidson & CO.
LPL Financial LLC
LPL Financial LLCBroker
Wachovia Securities, LLC
Wachovia Securities, LLCBroker
Banc of America Investment Services, INC.
National Securities CorporationBroker
Quick & Reilly, INC.
Quick & Reilly, INC.Broker
State Registrations1 state
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.