Ryan Duncan
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.Mar 2026 to now
- Fidelity InvestmentsJan 2025 to Mar 2026
- UvuAug 2024 to Jan 2025
- Fidelity InvestmentsJun 2024 to Aug 2024
- World Financial GroupAug 2023 to Jun 2024
- Pcf InsuranceApr 2022 to Aug 2023
- CostcoMay 2021 to Apr 2022
- Aptive EnvironmentalSep 2020 to May 2021
- R3 RoofingJul 2020 to Sep 2020
- Eagle EnvironmentalMar 2020 to Jul 2020
- Church of Jesus Christ of Latter-dayOct 2018 to Mar 2020
- Jl Sorenson Recreation CenterJan 2016 to Oct 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2025
- Series 65 · Uniform Investment Adviser Law2026
State registrations
Registered as an investment adviser representative in 2 states (TX, UT).
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
- 8035166
- Firm CRD
- 199