Whitney Joyce Isbell
Investment adviser representative at D.A. Davidson & Co.
11 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
11 years in the industry.
- D.A. Davidson & Co.Aug 2025 to now
- D.A. DavidsonJan 2025 to now
- UnemployedSep 2024 to Dec 2024
- Blue Cloud InnovationFeb 2024 to Aug 2024
- Merchant Distributors, LLCSep 2023 to May 2024
- Wake Forest UniversityJul 2023 to May 2024
- The Bear Creek SchoolAug 2021 to Jun 2023
- International Homes of CedarMay 2021 to May 2021
- Trader JoesOct 2020 to Jun 2021
- Personal TutorJan 2020 to May 2020
- Self EmployedOct 2019 to Oct 2020
- UnemployedJun 2019 to Sep 2019
- Camp ShilohMay 2018 to Aug 2018
- Camp ShilohMay 2017 to Aug 2017
- Abilene Christian UniversityAug 2015 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2025
State registrations
Registered as an investment adviser representative in 2 states (TX, 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
- 8033620
- Firm CRD
- 199