Alexa Nicole Bass

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

• 03/2013 → Present
  D.A. Davidson & Co.
  Helena, MT

Other Businesses

1) StoneBridge Enterprises LLC; non-investment related; Helena, MT; LLC organized to own a local Dairy Queen restaurant; Co-Owner; Starting 9/1/2021; 5 hr/mo and no time during securities trading hours; assist with financials for the company. 2) MONTANA JUSTICE FOUNDATION; NON-INVESTMENT RELATED; HELENA, MT; NON-PROFIT; BOARD MEMBER; START 12/19/24; 1 HR/QRTR DURING SECURITIES TRADING HOURS.

Exams

• S66 Uniform Combined State Law Examination
  2013-08-09

Other Names

• Lexi Mclaughlin
• Alexa Mitchell
• Alexa N Mclaughlin
• Alexa Nicole Mclaughlin
• Lexie Bass