Nancy Hadley is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Sandpoint, ID, with 25 years of industry experience. Nancy 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
805 Pine Street, Sandpoint, ID, 83864
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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 →Other Business Activities
Nancy is involved in several outside business activities, including residential real estate and investment properties, Hadley Boat Storage, Culver's Crossing Housing LLC, and developing residential real estate lots. She also holds positions in non-profit organizations and a homeowner's association.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations33 states
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