DC
CFP
DC
CFP

Daniel Cairns

45 Years of Experience
Roseville, CA
Broker

Daniel Cairns is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Roseville, CA, with 45 years of industry experience. Daniel 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

2901 Douglas Blvd., Suite 255, Roseville, CA, 95661

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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.Broker
June 2021 - Present · 4 yrs 11 mos
D.A. Davidson & CO.
June 2021 - Present · 4 yrs 11 mos
Previous Registrations
Robert W. Baird & CO. Incorporated
November 2011 - June 2021 · 9 yrs 7 mos
Robert W. Baird & CO. IncorporatedBroker
October 2011 - June 2021 · 9 yrs 8 mos
Wells Fargo Advisors, LLCBroker
January 2008 - November 2011 · 3 yrs 10 mos
Wells Fargo Advisors, LLC
January 2008 - November 2011 · 3 yrs 10 mos
A. G. Edwards & Sons, INC.
July 1997 - January 2008 · 10 yrs 6 mos
A. G. Edwards & Sons, INC.Broker
November 1980 - January 2008 · 27 yrs 2 mos
State Registrations18 states
AZCACOCTFLIDILINKYMANVOHOKORTNTXWAWI
AdvisorBrokerBoth

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.

Exams
No exam information available for this advisor.