Dana Bruce Davidson
Investment adviser representative at Momentum Independent Network Inc.
36 yearsExperience
11 statesRegistered in
PFSDesignation
$1.6BFirm 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 feeOther
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
- Seminars and workshops
Experience
36 years in the industry.
- Momentum Independent Network Inc.Dec 2018 to now
- Dana B. Davidson Cpa Company P.C.Sep 1990 to now
- Cetera Advisor Networks LLCJan 2013 to Dec 2018
Designations
- PFS
Exams passed
- Series 63 · Uniform Securities Agent State Law1992
- Series 65 · Uniform Investment Adviser Law1999
State registrations
Registered as an investment adviser representative in 11 states (AZ, CA, FL, GA, IL, MI, MO, NM, TX, UT, WA).
Momentum Independent Network Inc.
$1.6BAssets managed
2,879Clients
121Advisers
24 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
- 2266216
- Firm CRD
- 17587