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Carrie White Williams

D.A. Davidson & Co.

Lynchburg, VA

Seattle, WA

CRD 7214494

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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
VA RA APPROVED 2025-02-04
  • VA RA
    APPROVED
    Since 2025-02-04

Branch Locations

Lynchburg, VA • United States

Columbia Center, 701 5Th Avenue Suite 4050, Seattle, WA 98104 • 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
Bb&T Lynchburg VA 08/2012 01/2020
Truist Investment Services, Inc Lynchburg VA 01/2020 01/2025
D.A. Davidson & Co. Lynchburg VA 02/2025 Present
  • 08/2012 → 01/2020
    Bb&T
    Lynchburg, VA
  • 01/2020 → 01/2025
    Truist Investment Services, Inc
    Lynchburg, VA
  • 02/2025 → Present
    D.A. Davidson & Co.
    Lynchburg, VA
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-07-08
  • S66 Uniform Combined State Law Examination
    2022-07-08

View on SEC IAPD

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