Joseph Lecter Sizemore
Investment adviser representative at D.A. Davidson & Co.
20 yearsExperience
2 statesRegistered in
$41.8BFirm assets
32 yearsFirm in business
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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
20 years in the industry.
- D.A. Davidson & Co.Feb 2025 to now
- D.A. DavidsonJul 2024 to now
- Moore Street Solutions, LLCFeb 2019 to now
- Ddjs Properties, LLCJul 2018 to now
- L&j Sizemore Properties, LLC.Jul 2018 to now
- Sizemore Brothers, LLCJul 2018 to now
- Ajn Imports, LLCJun 2022 to Nov 2024
- Sizemore Operations, LLCJul 2018 to Nov 2024
- UnemployedJan 2018 to Jul 2018
- Credit SuisseOct 2006 to Jan 2018
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (NC, 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
- 5242088
- Firm CRD
- 199