Danielle Potts

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

• 01/2022 → Present
  D. A. Davidson & Co.
  Wilmington, NC
• 07/2019 → 10/2022
  Bozeman Health
  Bozeman, MT
• 06/2019 → 07/2019
  Bridger Psychiatric Services
  Bozeman, MT
• 09/2017 → 05/2019
  Montana State University
  Bozeman, MT
• 08/2015 → 05/2019
  Montana State University
  Bozeman, MT

Other Businesses

DANIELLE POTTS; INVESTMENT RELATED; BOZEMAN, MT; NOTARY; START 6/12/24; 0 HR/MO; NO TIME DEVOTED DURING SECURITIES TRADING HOURS; NOTARY SERVICES PROVIDED IN BRANCH AS NEEDED.

Exams

• S66 Uniform Combined State Law Examination
  2022-08-12

Designations

• Certified Financial Planner