William Walker is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 20 years of industry experience. William 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
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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
William is a limited partner in The Clementine C. Walker Family Limited Partnership, a real estate venture, but has no duties or time commitments. He is also the Outreach Committee Chairman for St. John's Episcopal Church, dedicating minimal time to organizing volunteer events.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Uvest Financial Services Group, INC.Broker
LPL Financial LLC
LPL Financial LLCBroker
E*trade Securities LLCBroker
First Investors CorporationBroker
State Registrations1 state
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