Carter Miller
Investment adviser representative at D.A. Davidson & Co.
13 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
13 years in the industry.
- D.A. Davidson & Co.Sep 2023 to now
- Da DavidsonApr 2019 to now
- Full Time StudentSep 2018 to Apr 2019
- Missoula OspreyMay 2018 to Sep 2018
- Full Time StudentMar 2013 to May 2018
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 2 states (MT, 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
- 7092541
- Firm CRD
- 199