AP

Allison Hall Priestley

7 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

1495 NW Garden Valley, Suite 201, Roseburg, OR, 97471

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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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Other Business Activities

Allison is a Notary Public for the State of Oregon, providing notary services. This non-investment related activity requires minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
November 2018 - Present · 7 yrs 2 mos
D.A. Davidson & CO. Broker
July 2018 - Present · 7 yrs 6 mos
State Registrations24 states
AKALAZCACOCTFLIDILKSLAMIMNMTNMNVNYOHORTXVAWAWVWY
AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Allison Hall Priestley - Financial Advisor | AdvisorDiscover