Joel Bowlby is a registered investment advisor at D.A. Davidson & CO., based in Coeur D' Alene, ID, with 18 years of industry experience. Joel 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
200 W. Hanley Ave., Suite 13, Coeur D' Alene, ID, 83815
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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
Joel is the President of the Board of Directors for Summit Christian Academy, a school. He spends minimal time attending board meetings and making decisions related to running the school.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Wachovia Securities, LLCBroker
A. G. Edwards & Sons, INC.Broker
State Registrations29 states
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