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Eric Pedersen

D.A. Davidson & CO.
20 Years of Experience
Bellingham, WA
2 DisclosuresBroker
View SEC Summary
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Eric Pedersen is a registered investment advisor at D.A. Davidson & CO., based in Bellingham, WA, with 20 years of industry experience. Eric 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

12 Bellwether Way, Suite 238, Bellingham, WA, 98225

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History

Regulatory History (2)
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Criminal
August 2001
Final Disposition
Criminal
February 1998
Final Disposition
View Full SEC ReportHow to Read Disclosures
Employment History
Current Registrations
D.A. Davidson & CO.
February 2008 - Present · 18 yrs 8 mos
D.A. Davidson & CO.Broker
May 2006 - Present · 20 yrs 5 mos
State Registrations18 states
AZCACOFLGAIAIDKYMNMTNCNENVORPATXWAWY
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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