Brian Boyden
Brian Boyden is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 23 years of industry experience. Brian 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
176 Timberwolf Pkwy, Kalispell, MT, 59901
Get directionsHistory
Regulatory History (3)
Customer Dispute
September 2011Customer Dispute
April 2010Customer Dispute
January 2008Other 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
D.A. Davidson & CO.
Previous Registrations
Charles Schwab & CO., INC.Broker
Charles Schwab & CO., INC.
Russell Investments
Russell Investments Financial Services, LLCBroker
U.S. Bancorp Investments, INC.Broker
U.S. Bancorp Investments, INC.
Chase Investment Services CORP.
Chase Investment Services CORP.Broker
Wamu Investments, INC.
Wamu Investments, INC.Broker
Merrill Lynch Pierce Fenner & Smith INC.
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations5 states
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.