Unclaimed Profile

Wesley Dean Hall

DAVIDSON INVESTMENT ADVISORS, INC.·GREAT FALLS, Montana

SIE, Series 7, Series 24, Series 31, Series 52TO, Series 53, Series 57TO, Series 63, Series 65, Series 79TO, Series 99TOClean record22 years registeredDAVIDSON INVESTMENT ADVISORS, INC.

8 THIRD STREET NORTH, GREAT FALLS, MT 59401-3104CRD# 3128921Firm CRD# 110552

Profile Verification

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

Identity

Wesley Dean Hall · GREAT FALLS, MT

Registration

CRD #3128921 · DAVIDSON INVESTMENT ADVISORS, INC. · 22 years registered

Brand Profile

Not yet started

Career History

D.A. DAVIDSON & CO.

Aug 2019 – present

D.A. DAVIDSON & CO.

Jun 2004 – present

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 24

Series 31

Series 52TO

Series 53

Series 57TO

Series 63

Series 65

Series 79TO

Series 99TO

Registration record

First registered · June 2, 2004

Years registered · 22

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 Wesley Dean Hall offer?

Wesley Dean Hall specializes in Investment Management, Retirement Planning, Wealth Management, Fee-Only Advisory. Contact their office in GREAT FALLS, Montana for a consultation.

What are Wesley Dean Hall's credentials?

Wesley Dean Hall is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Wesley Dean Hall located?

Wesley Dean Hall 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 Wesley Dean Hall charge for services?

Wesley Dean Hall'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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