October 26, 2016 4:09 AM ET

Capital Markets

Company Overview of D.A. Davidson Companies

Company Overview

D.A. Davidson Companies, through its subsidiaries, provides investment services and solutions that include brokerage, capital markets, asset and portfolio management, trust and wealth management, and others to individuals, and corporate and individual clients in the United States. Its products and services to individual clients include brokerage accounts, financial planning, college planning, IRAs, 401(K) plans, mutual funds, loans and security, and money management; and estate planning, pension plans, and employee stock ownership plans. The company’s products and services to corporate and institutional include investment banking, research, equity sales and trading, market making, corporate,...

8 Third Street North

Great Falls, MT 59401

United States

Founded in 1986





Key Executives for D.A. Davidson Companies

Chief Executive Officer and Director
Age: 53
Executive Chairman
Chief Financial Officer and Senior Vice President
Chief Operations Officer and Senior Vice President
Compensation as of Fiscal Year 2016.

D.A. Davidson Companies Key Developments

D.A. Davidson Companies Names Larry Martinez as President

D.A. Davidson Companies announced that Larry Martinez has been named President effective October 1, 2016. In this role, Martinez will report to Jim Kerr, D.A. Davidson’s Chief Executive Officer, and assume additional oversight of the firm’s human capital, operations and information technology functions. Martinez has been a member of D.A. Davidson’s senior management team for more than 14 years and has demonstrated significant leadership experience across the company’s legal, compliance, audit and facilities areas. Prior to joining D.A. Davidson, he served in the Corporate Practice Group of international law firm Dorsey & Whitney LLP.

D.A. Davidson Companies Elects Chet Helck to Board of Directors

D.A. Davidson Companies announced that Chet Helck, former executive for Raymond James Financial Inc. and renowned leader in the investment industry, has been elected to a three-year term on the company’s 12-person board of directors. Helck’s career in the securities industry spanned more than 30 years and included extensive work in sales and marketing to retail clients as well as experience in dealing with regulatory and compliance issues. Before his retirement in 2014, Helck was chief executive officer of Raymond James’ business unit, the Global Private Client Group, which grew significantly in size and reputation under his lead.

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Recent Private Companies Transactions

No transactions available in the past 12 months.

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