Blake Todd is a registered investment advisor at D.A. Davidson & CO., based in Fresno, CA, with 46 years of industry experience. Blake 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
7110 N. Fresno St., Suite 450, Fresno, CA, 93720
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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
Blake is a managing member of TOPD - Mahon Drive LLC, a land purchase company, and an author. These activities require minimal time each month.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Crowell Weedon & CO.Broker
Crowell Weedon & CO.
Two Oaks Investment Management, LLC
Crowell, Weedon & CO.
Crowell, Weedon & CO.Broker
Seidler Investment Advisors Incorporated
The Seidler Companies IncorporatedBroker
RBC Dain Rauscher INC.
RBC Dain Rauscher INC.Broker
Sutro & CO. IncorporatedBroker
Smith Barney INC.Broker
Lehman Brothers INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations34 states
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