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Brian Boyden

D.A. Davidson & CO.
23 Years of Experience
Kalispell, MT
3 DisclosuresBroker
View SEC Summary
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Brian Boyden is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 23 years of industry experience. Brian 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

176 Timberwolf Pkwy, Kalispell, MT, 59901

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History

Regulatory History (3)
What are disclosures? Advisors must report customer complaints, regulatory actions, and certain legal or financial events to the SEC. Not all disclosures are serious—many are settled disputes or minor violations. Learn how to evaluate them.
Customer Dispute
September 2011
Denied
Customer Dispute
April 2010
Denied
Customer Dispute
January 2008
Denied
View Full SEC ReportHow to Read Disclosures
Other Business Activities

Brian owns a rental house since October 2024, dedicating minimal time to it. This activity is investment-related.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
March 2017 - Present · 9 yrs 7 mos
D.A. Davidson & CO.
March 2017 - Present · 9 yrs 7 mos
Previous Registrations
Charles Schwab & CO., INC.Broker
January 2017 - February 2017 · 1 mo
Charles Schwab & CO., INC.
January 2017 - February 2017 · 1 mo
Russell Investments
September 2013 - September 2016 · 3 yrs
Russell Investments Financial Services, LLCBroker
September 2013 - September 2016 · 3 yrs
U.S. Bancorp Investments, INC.Broker
December 2009 - August 2013 · 3 yrs 8 mos
U.S. Bancorp Investments, INC.
December 2009 - August 2013 · 3 yrs 8 mos
Chase Investment Services CORP.
May 2009 - November 2009 · 6 mos
Chase Investment Services CORP.Broker
May 2009 - November 2009 · 6 mos
Wamu Investments, INC.
August 2003 - May 2009 · 5 yrs 9 mos
Wamu Investments, INC.Broker
August 2003 - May 2009 · 5 yrs 9 mos
Merrill Lynch Pierce Fenner & Smith INC.
May 2002 - June 2003 · 1 yr 1 mo
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
April 2002 - June 2003 · 1 yr 2 mos
State Registrations6 states
ARMAMTTXUTWA
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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