Charles Bills is a registered investment advisor at D.A. Davidson & CO., based in Lincoln, NE, with 11 years of industry experience. Charles 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
115 Canopy Street, Suite 400, Lincoln, NE, 68508
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Charles is the treasurer for Olympus Track Club Inc., a youth track and field organization, and the treasurer/director for Grandview Residential Association. He also serves as a member of the board of trustees for First Plymouth Congregational Church, dedicating a few hours per week to each role.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
State Registrations30 states
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