William Crews is a registered investment advisor at D.A. Davidson & CO., based in Great Falls, MT, with 7 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.
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William is a board member of the ABA Certified Trust and Fiduciary Advisor Designation Advisory Board, which provides training and testing for the CTFA designation. He dedicates minimal time to this non-investment related activity.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Truist Advisory Services, INC.
Truist Investment Services, INC.Broker
Bb&t Asset Management, INC.
State Registrations2 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.