Carrie Jean Mccollim
Investment adviser representative at D.A. Davidson & Co.
14 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
14 years in the industry.
- D.A. Davidson & Co.Aug 2022 to now
- D A Davidson & CompanyAug 2022 to now
- Everharvest, LLCJan 2012 to now
- Prosperity Wealth Management, Inc.Aug 2021 to Aug 2022
- Fortune Financial Services, Inc.Sep 2019 to Aug 2022
- PNC InvestmentsSep 2014 to Aug 2019
Exams passed
- Series 66 · Uniform Combined State Law2014
State registrations
Registered as an investment adviser representative in 2 states (PA, 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
- 6294066
- Firm CRD
- 199