D.A. Davidson & Co
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About this Advisor
Gary Tenner is a chartered financial analyst based out of Portland, Oregon, with a total of 10 years of work experience. Tenner is on the advisory team at D.A. Davidson & Co. Over the course of their career, Tenner has held roles at D. A. Davidson & Co and Soleil Securities Corporation. Tenner has a Series 63 license, qualifying them as a securities representative, and is able to advise clients in Oregon. D.A. Davidson & Co is an advisory firm that has its headquarters in Portland, Oregon. The company has offices in 67 locations and a total of 515 advisors. It handles $15 billion in assets under management among its 47,201 accounts, placing it among the largest firms in the United States by assets under management. The firm provides services to 582 charities and foundations. Of its 47,201 client accounts, 18% belong to high-net-worth clients who have greater than $1 million in assets available to invest. The advisory firm performs a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees for financial management typically depend on which service is offered. Fees billed by D.A. Davidson & Co likely include any combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Gary Tenner Work History
Gary has 10 years of experience.
D. A. Davidson & Co
Soleil Securities Corporation
Gary Tenner has no disclosures.
Please visit their SEC profile for more details.