Karlee Dakota Stanford
Investment adviser representative at D.A. Davidson & Co.
19 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
19 years in the industry.
- D.A. Davidson & Co.Feb 2023 to now
- RBC Capital Markets, LLC.Feb 2018 to Feb 2023
- Full Time EducationSep 2017 to Jan 2018
- D.A. Davidson & Co.Jun 2017 to Aug 2017
- Full Time EducationJan 2007 to May 2017
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2018
State registrations
Registered as an investment adviser representative in 2 states (TX, WA).
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
- 6820356
- Firm CRD
- 199