Brent
Williams

D.A. Davidson & Co

CRD#5977269
Investment Advisor
in Seattle, WA
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About this Advisor

Brent Williams is a chartered financial analyst who works out of Seattle, Washington, who has 10 years of professional experience. Williams works at D.A. Davidson & Co. Over the course of their career, they have held roles at University Of Washington, Pioneer Trust Bank, True North, Premier Service, S.S. Steiner, Sorrento Hotel, E. K. Riley, Mercer and D.A. Davidson & Co. Williams maintains a Series 63 license, which qualifies them as a securities representative, and can work in Washington. D.A. Davidson & Co is a registered investment business based out of Seattle, Washington. The investment advisory business has offices in 67 locations and a total of 515 employees. It manages $15 billion in assets among its 47,201 client accounts, placing it among the largest investment advisory firms in the United States by assets under management. The firm serves 582 charitable organizations. Of its 47,201 client accounts, 18% are associated with high-net-worth individuals who have greater than $1 million in assets available to invest. D.A. Davidson & Co provides a number of services, including 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 charged by financial advisors usually vary depending on the type of services provided. Fees billed by D.A. Davidson & Co most likely include some blend 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

Columbia Center, 701 5Th Avenue Suite 4050
Seattle, WA 98104

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

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

630

WA Average: 66
Total Number of Accounts

53,308

WA Average: 6,076
Average Account Size

$320,872

WA 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

Brent Williams Work History

Brent has 10 years of experience.

2015 - Present (4 years)

D.A. Davidson & Co

2013 - 2015 (2 years)

D.A. Davidson & Co

2012 - 2013 (1 year)

Mercer

2011 - 2011 (< 1 year)

Pioneer Trust Bank

2011 - 2012 (1 year)

E. K. Riley

2010 - 2010 (< 1 year)

Sorrento Hotel

2009 - 2009 (< 1 year)

Premier Service

2009 - 2009 (< 1 year)

S.S. Steiner

2008 - 2012 (4 years)

University Of Washington

2008 - 2009 (1 year)

True North

Disclosures

Brent Williams has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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