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Timothy Matthew Barger

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.Apr 2026 to now
  2. Da DavidsonApr 2026 to now
  3. Merrill Lynch, Pierce, Fenner & Smith IncorporatedMay 2025 to Mar 2026
  4. Clear Street LLCJun 2024 to Jul 2024
  5. Titan PartnersJul 2023 to Jul 2023
  6. InvitedMay 2022 to May 2022
  7. Monmouth UniversitySep 2021 to May 2025
  8. InvitedMay 2021 to Aug 2021
  9. InvitedMay 2020 to Aug 2020
  10. Boys' Latin School of MarylandSep 2018 to Jun 2021
  11. Loyola BlakefieldAug 2016 to Jun 2018

Exams passed

  • Series 66 · Uniform Combined State Law2025

State registrations

Registered as an investment adviser representative in 1 state (NY).

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
7768989
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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