Unclaimed Profile

Andrew Ian Davidson

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

SIE, Series 7, Series 24, Series 63, Series 65Clean record31 years registeredDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 2095600Firm CRD# 110552

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Andrew Ian Davidson · GREAT FALLS, MT

Registration

CRD #2095600 · DAVIDSON INVESTMENT ADVISORS, INC. · 31 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Feb 2000 – present

DAVIDSON INVESTMENT ADVISORS, INC.

Jan 1995 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 63

Series 65

Registration record

First registered · January 1, 1995

Years registered · 31

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD. Verify on FINRA BrokerCheck →

Firm Overview

Firm

DAVIDSON INVESTMENT ADVISORS, INC.

CRD 110552 · SEC 801-10883

AUM

$4.8B

Regulatory assets under management

Employees

4,203 client accounts

Services offered by DAVIDSON INVESTMENT ADVISORS, INC.

Per Form ADV

Portfolio management (individuals)

Portfolio management (pooled investments)

Pension consulting

Selection of other advisers

Client types served by the firm

Per Form ADV

Individuals

Institutional Investors

Pension & Retirement Plans

View all advisors at DAVIDSON INVESTMENT ADVISORS, INC. →

Introduction

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Frequently Asked Questions

What services does Andrew Ian Davidson offer?

Andrew Ian Davidson specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.

What are Andrew Ian Davidson's credentials?

Andrew Ian Davidson is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Andrew Ian Davidson located?

Andrew Ian Davidson is based in GREAT FALLS, Montana, working with DAVIDSON INVESTMENT ADVISORS, INC.. Their office serves clients in the GREAT FALLS metropolitan area and surrounding communities.

How does Andrew Ian Davidson charge for services?

Andrew Ian Davidson's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is DAVIDSON INVESTMENT ADVISORS, INC.?

DAVIDSON INVESTMENT ADVISORS, INC. has approximately 31 employees and manages $4.8B in regulatory assets under management. The firm is registered with the SEC as an investment adviser.

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