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Archive by category: Financial AdvisorReturn
D.A. Davidson & Co. announced today that Fred Krepps, Senior Vice President, Financial Advisor and Branch Manager of the firm’s Helena and Butte, Montana, offices, has been honored with the Gerry Meyer Branch Manager of the Year Award.
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Student-managed portfolio posts program-leading 54.8% return and captures the 2026 Fred Dickson Memorial Award.
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D.A. Davidson & Co. announced today a regional restructuring of its Wealth Management division and branch leadership changes.
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Firm expands wealth management business into the South Bend–Elkhart–Mishawaka area, marking its first Indiana location.
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Firm expands Virginia footprint with the addition of The Ball, Warren & Branch Group.
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D.A. Davidson & Co. announced today that Alex Tucker, Senior Vice President, Financial Advisor, Portfolio Manager and Branch Manager of the firm’s Bellevue, Washington, office, has been honored with the Gerry Meyer Branch Manager of the Year Award.
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Students earn top honors for strong portfolio performance and investment strategy.
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Firm expands California footprint with the addition of Bloemendaal Capital Strategies.
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41% of retired Americans currently do not feel like they can support their ideal retirement.
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New office boosts firm’s presence in Virginia with eight wealth management locations across the state.
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