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Evan Richard Doyel

D.A. Davidson & Co.

Claremont, CA

CRD 6670748

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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:

Current Employers
D.A. Davidson & Co.

8 Third Street North, Great Falls, MT 59401 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2018-10-30
CA RA APPROVED 2017-03-02
  • TX RA
    APPROVED
    Since 2018-10-30
  • CA RA
    APPROVED
    Since 2017-03-02

Branch Locations

697 E. Foothill Boulevard, Suite D, Claremont, CA 91711 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
D.A. Davidson & Co. Claremont CA 06/2016 Present
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2017-03-01
  • S66 Uniform Combined State Law Examination
    2017-03-01

View on SEC IAPD

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