AD
CFP

Alexander Douw Dabney

9 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

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

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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

Alexander is a board member of Thrive, a non-profit organization, and a joint owner of Good Medicine Bozeman LLC and Twodab Partners, both rental property ventures. These activities require minimal time commitment.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2016 - Present · 9 yrs 10 mos
D.A. Davidson & CO. Broker
February 2016 - Present · 9 yrs 11 mos
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.