Alex Mathern is a registered investment advisor at D.A. Davidson & CO., based in Plano, TX, with 13 years of industry experience. Alex operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
5601 Granite Parkway, Suite 560, Plano, TX, 75024
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations39 states
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