Cole Charles Collins
Investment adviser representative at D.A. Davidson & Co.
7 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
7 years in the industry.
- D.A. Davidson & Co.Dec 2023 to now
- D.A. DavidsonJul 2023 to now
- UnemployedMay 2023 to Jun 2023
- StudentOct 2022 to May 2023
- Fort Collins Country ClubApr 2022 to Sep 2022
- StudentJan 2022 to Mar 2022
- The BuckleAug 2021 to Dec 2021
- Castle Pines Country ClubApr 2021 to Aug 2021
- The BuckleJan 2021 to Mar 2021
- Discount TireAug 2020 to Dec 2020
- Broken Tee Golf CourseApr 2020 to Aug 2020
- UnemployedMar 2016 to Apr 2020
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
- 7782030
- Firm CRD
- 199