D.A. Davidson & Co
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About this Advisor
Michael Larlee is a certified financial planner located in Portland, Oregon. Currently an investment advisor at D.A. Davidson & Co, they have accrued 12 years of professional experience. Larlee has a Series 66 license, designating the advisor as both a securities agent and an investment advisor representative. Larlee is registered to act as an advisor in Oregon and Texas. During their career, the advisor has held roles at D.A. Davidson & Co and Merrill Lynch. D.A. Davidson & Co is headquartered in Portland, Oregon, and has 67 additional brick-and-mortar locations across the nation. Overall, D.A. Davidson & Co oversees $15 billion in assets dispersed across 47,201 accounts and retains more than 515 people. The amount of assets the firm manages places it among the biggest investment advisory firms in the country. The firm manages 40,742 accounts on a discretionary basis, in which the advisor makes investment decisions at their discretion. Currently 18% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in assets. D.A. Davidson & Co can provide 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. The firm's fees may include 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
Michael Larlee Work History
Michael has 12 years of experience.
D.A. Davidson & Co
Michael Larlee has no disclosures.
Please visit their SEC profile for more details.