Gary
Tenner

D.A. Davidson & Co

CRD#4134459
Investment Advisor
in Portland, OR
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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

Series 63, Chartered Financial Analyst

Years of Experience

10 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

222 Sw Columbia St Suite 1400
Portland, OR 97201

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

OR Average: $2,609,029,241
Total Number of Employees

630

OR Average: 66
Total Number of Accounts

53,308

OR Average: 6,076
Average Account Size

$320,872

OR Average: $429,399

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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.

2010 - Present (9 years)

D. A. Davidson & Co

2009 - 2010 (1 year)

Soleil Securities Corporation

Disclosures

Gary Tenner has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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