Reese Major Lawrence
Investment adviser representative at D.A. Davidson & Co.
13 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
13 years in the industry.
- D.A. Davidson & Co.Oct 2023 to now
- D.A. Davidson Co.Jul 2023 to now
- CollegeAug 2022 to Jun 2023
- D.A. Davidson Co.Jun 2022 to Aug 2022
- CollegeAug 2021 to Jun 2022
- Harnish Auto FamilyJun 2021 to Aug 2021
- CollegeAug 2020 to Jun 2021
- E.K. Riley InvestmentsJun 2020 to Aug 2020
- CollegeAug 2019 to Jun 2020
- SchoolJan 2013 to Aug 2019
Designations
- CFP® certification
Exams passed
- Series 66 · Uniform Combined State Law2023
State registrations
Registered as an investment adviser representative in 1 state (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
- 7577837
- Firm CRD
- 199