Summer Elizabeth Odin
Investment adviser representative at D.A. Davidson & Co.
17 yearsExperience
2 statesRegistered in
CFP® certificationDesignation
$41.8BFirm assets
Are you Summer Elizabeth Odin? Claim your profile
Contact this firm
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.
- D.A. Davidson & Co.Jan 2022 to now
- Small Business Administration, US Federal GovernmentOct 2020 to Jan 2022
- UnemployedApr 2020 to Oct 2020
- Wells Fargo Clearing Services, LLCNov 2016 to Apr 2020
- Wells Fargo Advisors LLCNov 2013 to Nov 2016
- Wells Fargo Bank NAAug 2009 to Apr 2020
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2014
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
- 6268766
- Firm CRD
- 199