Allegra Caroline Mohr
Investment adviser representative at D.A. Davidson & Co.
10 yearsExperience
2 statesRegistered 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.
- D.A. Davidson & Co.Oct 2024 to now
- Da DavidsonAug 2023 to now
- Freebird StoresNov 2021 to Aug 2023
- UnemployedOct 2021 to Nov 2021
- Hollie RayJul 2021 to Oct 2021
- Bates Nursery and Garden CenterJan 2021 to Jul 2021
- The Ambiance GroupSep 2020 to Jan 2021
- Bates Nursery and Garden CenterApr 2020 to Sep 2020
- UnemployedMar 2020 to Apr 2020
- BooksamillionAug 2019 to Mar 2020
- Nashville Repertory Theater Costume ShopMay 2019 to Aug 2019
- BooksamillionMay 2018 to May 2019
- McdonaldsAug 2017 to May 2018
- College StudentMay 2016 to Aug 2017
Exams passed
- Series 66 · Uniform Combined State Law2024
State registrations
Registered as an investment adviser representative in 2 states (MT, TX).
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
- 7794891
- Firm CRD
- 199