William Tanner Davis
Investment adviser representative at D.A. Davidson & Co.
6 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
6 years in the industry.
- D.A. Davidson & Co.Dec 2022 to now
- Truist Investment Services, IncOct 2022 to Dec 2022
- The Vanguard Group, Inc.Sep 2020 to Sep 2022
- UnemployedMay 2020 to Aug 2020
- Volvo GroupMay 2019 to Aug 2019
- Bb&tJun 2018 to Aug 2018
- CinnabonMay 2018 to Jan 2020
- FedexMay 2017 to Jan 2018
- Unc WilmingtonAug 2016 to May 2020
- Retail Grocery Inventory ServiceMay 2016 to Jan 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law2020
- Series 66 · Uniform Combined State Law2023
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
- 7293478
- Firm CRD
- 199