Unclaimed Profile

David Leon Pollock

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

SIE, Series 7, Series 8, Series 9, Series 10, Series 31, Series 63, Series 65Clean record23 years registeredDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 1218432Firm CRD# 110552

Profile Verification

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

Identity

David Leon Pollock · GREAT FALLS, MT

Registration

CRD #1218432 · DAVIDSON INVESTMENT ADVISORS, INC. · 23 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Mar 2006 – present

WELLS FARGO INVESTMENTS, LLC

Oct 2002 – Mar 2006

SEATTLE, WA

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 8

Series 9

Series 10

Series 31

Series 63

Series 65

Registration record

First registered · October 18, 2002

Years registered · 23

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 David Leon Pollock offer?

David Leon Pollock specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.

What are David Leon Pollock's credentials?

David Leon Pollock is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is David Leon Pollock located?

David Leon Pollock 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 David Leon Pollock charge for services?

David Leon Pollock'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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