TrueAdvisor
TrueAdvisor
RM
CFA
RM
CFA

Robert James De Meulenaere

D.A. Davidson & CO.
6 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

1101 E Main St, Suite 301, Bozeman, MT, 59715

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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.
December 2019 - Present · 6 yrs 2 mos
Davidson Investment Advisors, INC.
December 2019 - Present · 6 yrs 2 mos
D.A. Davidson & CO.Broker
December 2019 - Present · 6 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
October 2019 - November 2019 · 1 mo
UBS Financial Services INC.Broker
September 2019 - November 2019 · 2 mos
State Registrations1 state
MT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.