Danielle Potts
Investment adviser representative at D.A. Davidson & Co.
11 yearsExperience
1 stateRegistered 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
11 years in the industry.
- D.A. Davidson & Co.Jul 2026 to now
- D. A. Davidson & Co.Jan 2022 to now
- Bozeman HealthJul 2019 to Oct 2022
- Bridger Psychiatric ServicesJun 2019 to Jul 2019
- Montana State UniversityAug 2015 to May 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2022
State registrations
Registered as an investment adviser representative in 1 state (NC).
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
- 7496964
- Firm CRD
- 199