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Deryck M Woods

Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
1 stateRegistered 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

10 years in the industry.

  1. D.A. Davidson & Co.Mar 2024 to now
  2. UnemployedNov 2023 to Mar 2024
  3. Northwestern Mutual Investment Services LLCMar 2023 to Nov 2023
  4. Northwestern Mutual Life Insurance CompanyMay 2021 to Nov 2023
  5. UnemployedJun 2020 to May 2021
  6. Mindlance IncNov 2019 to Jun 2020
  7. Wells FargoAug 2019 to Oct 2019
  8. 3mMay 2019 to Aug 2019
  9. Quest GlobalMay 2018 to May 2019
  10. 3mOct 2017 to May 2018
  11. UnemployedAug 2017 to Oct 2017
  12. Coca-cola High CountryJan 2017 to Aug 2017
  13. KohlsSep 2016 to Jan 2017

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (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
7445102
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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