Daniel Leach is a CFA-designated registered investment advisor at D.A. Davidson & CO., based in Everett, WA, with 20 years of industry experience. Daniel 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
2825 Colby Avenue, Suite 201, Everett, WA, 98201-3536
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Daniel is involved in several outside business activities, including advisory roles for the City of Everett, board memberships at Providence Regional Medical Center and YMCA of Snohomish County, and serving on the City of Everett Salary Commission. He also is a member of Dillon Properties LLC and an independent contractor for Beachbody LLC, dedicating minimal time to each.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Investments, LLC
Wells Fargo Investments, LLCBroker
State Registrations18 states
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