Clara Anne Thomas
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.
- D.A. Davidson & Co.Aug 2026 to now
- Da DavidsonJan 2026 to now
- Fj Management Center for Student Success - Utah State UniversityJan 2025 to Nov 2025
- Utah State UniversityAug 2024 to Apr 2025
- Crave CookiesMay 2024 to Aug 2024
- The Church of Jesus Christ of Latter-day SaintsOct 2022 to Apr 2024
- UnemployedJun 2022 to Oct 2022
- Bountiful High SchoolMay 2019 to Jun 2022
- Bountiful Jr. HighMay 2016 to May 2019
Exams passed
- Series 66 · Uniform Combined State Law2026
State registrations
Registered as an investment adviser representative in 1 state (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
- 8207983
- Firm CRD
- 199