Nathaniel Christian Williams
Investment adviser representative at D.A. Davidson & Co.
14 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
14 years in the industry.
- D.A. Davidson & Co.Sep 2026 to now
- Fisher InvestmentsJun 2021 to Aug 2026
- United MinistriesSep 2020 to Apr 2021
- MedcurityJun 2020 to May 2021
- Columbia DistributingJun 2019 to Aug 2019
- La Jolla Presbyterian ChurchJun 2019 to Aug 2019
- YmcaSep 2018 to Jun 2019
- Whitworth UniveristySep 2017 to Jun 2021
- Propel ConstructionJun 2017 to Aug 2017
- Pacific SunwearDec 2016 to Feb 2017
- Ag West Black Hills High SchoolSep 2012 to Jun 2017
Exams passed
- Series 65 · Uniform Investment Adviser 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
- 7728014
- Firm CRD
- 199