TrueAdvisor
TrueAdvisor
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AM

Alex Jeffrey Mathern

D.A. Davidson & CO.
13 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
D.A. Davidson & CO.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

5601 Granite Parkway, Suite 560, Plano, TX, 75024

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History

Regulatory History
Clean regulatory record

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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Employment History
Current Registrations
D.A. Davidson & CO.
February 2015 - Present · 11 yrs
D.A. Davidson & CO.Broker
November 2012 - Present · 13 yrs 3 mos
State Registrations38 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.