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Overview

Articles

Insights

There are no insights from this firm to display at this time.

Assets

Assets

Last updated on June 5, 2019
    • $17.1B
      Total Assets Under Management
    • N/A
      Total Assets Under Advisement
    • 53K
      Accounts
    • $320.9K
      Estimated Average Account Balance

Services

Firm Services

There is no Services data available to display at this time.

Firm Client types

There is no client type data to display at this time.

Advisors

Current Advisors

# of advisors

1,000

name start date
Don Milton Lardy
November 2013
Rishi Nitya Jaluria
December 2017
Amy Lynn Gehring
October 2006
Mark Christopher Mueller
July 2016
Betsy Ann Russell
August 1998

    Affiliated Investment Advisors and Broker Dealers

    Name Type Total Assets
    Davidson Fixed Income Management, Inc. IAR $1,443,513,255
    Davidson Investment Advisors, Inc. IAR $1,654,966,494
    Trust Business Under Federal Savings Bank Registration -- --

      Leadership

      Ownership

      There is no ownership data available to display at this time.

      Executives and Control Persons

      Name Title Tenure Date % Ownership
      Ian Bruce Davidson Chairman Emeritus November, 2004 10% to 25%
      Thomas Charles Nicholson Principal Operations Officer October, 2018 less than 5%
      Jacqueline Ann Beauprez Svp, Cco & General Counsel April, 2018 less than 5%
      James Patrick Kerr Ceo, D.A. Davidson Companies, Director October, 2016 less than 5%
      Monte Wayne Giese President Of Equity Capital Markets October, 2016 less than 5%
      Thomas Steven Nelson Chief Financial Officer, Executive Vice President, Director October, 2016 less than 5%
      Donald Warren Jr Crowell Director August, 2013 less than 5%
      Michael Joseph Purpura President, Individual Investor Group, Director October, 2014 less than 5%
      Timothy George Austin Svp, Chief Operations Officer December, 2008 less than 5%
      Samuel Charles Doyle President Of Fixed Income Capital Markets October, 2007 less than 5%
        Source: SEC

        Fees

        There is no compensation data available to display at this time