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Marcia Louise Bloemendaal

Investment adviser representative at D.A. Davidson & Co.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$41.8BFirm assets

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

17 years in the industry.

  1. D.A. Davidson & Co.Jul 2025 to now
  2. Raymond James & Associates, Inc.Aug 2009 to Jul 2025

Designations

  • CFP® certification

Exams passed

  • Series 63 · Uniform Securities Agent State Law1989
  • Series 65 · Uniform Investment Adviser Law1992

State registrations

Registered as an investment adviser representative in 2 states (CA, TX).

D.A. Davidson & Co.

$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
1997256
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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