Patrick Harry Freeman

Employer firm

D.a. Davidson & Co. CRD 199

$41.8B regulatory AUM 1,050 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Portfolio management (institutions)
• Pension consulting
• Selection of other advisers
• Periodicals / newsletters

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 04/2016 → 12/2017
  Lpl Financial
  Coeur D'ALene, ID
• 01/2018 → Present
  D.A. Davidson & Co.
  Gold Canyon, AZ

Previous Registrations

• 2016-04-05 → 2018-01-18
  Lpl Financial Llc
  Coeur D Alene, ID
  Coeur D'ALene, ID
  Coeur D'ALene, ID
  San Diego, CA
• 2015-03-10 → 2015-12-18
  Cetera Investment Advisers Llc
  Sandpoint, ID
• 2005-02-09 → 2015-03-12
  Lpl Financial Llc
  Coeurd'ALene, ID
  Coeurd'ALene, ID
  Post Falls, ID
  Rathdrum, ID
  Kellogg, ID
  Spokane, WA
  Spokane Valley, WA

Other Businesses

1) IDHAO DEPARTMENT OF FINANCE EMERGING TECHNOLOGY; INVESTMENT RELATED; BOISE, ID; ADVISORY COMMITTEE; AVP SENIOR INVESTORS PROTECTION PRINCIPAL; START 11/6/23; 4 HR/MO DURING SECURITIES TRADING HOURS; I ADVISE THE COMMITTEE ON SENIOR INVESTORS CONCERNS. 2) JUNIOR ACHIEVEMENT OF ARIZONA; NON-INVESTMENT RELATED; TEMPE, AZ; NON-PROFIT; VOLUNTEER TEACHER; START 11/9/26; 2-4 HR/MO DURING SECURITIES TRADING HOURS; TEACHING BASCI ECON TO HIGH SCHOOL STUDENTS.

Exams

• S66 Uniform Combined State Law Examination
  2003-07-31

Other Names

• Patrick Harry Freeman
• Patrick Harry Freeman