Reese Major Lawrence

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

• 06/2020 → 08/2020
  E.K. Riley Investments
  Seattle, WA
• 06/2021 → 08/2021
  Harnish Auto Family
  Puyallup, WA
• 06/2022 → 08/2022
  D.A. Davidson Co.
  Tacoma, WA
• 07/2023 → Present
  D.A. Davidson Co.
  Everett, WA
• 08/2020 → 06/2021
  College
  Eugene, OR
• 08/2021 → 06/2022
  College
  Eugene, OR
• 08/2022 → 06/2023
  College
  Eugene, OR
• 08/2019 → 06/2020
  College
  Eugene, OR
• 01/2013 → 08/2019
  School
  Tacoma, WA

Exams

• S66 Uniform Combined State Law Examination
  2023-10-30

Designations

• Certified Financial Planner