Alexa Bass is a registered investment advisor at D.A. Davidson & CO., based in Helena, MT, with 12 years of industry experience. Alexa 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
40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
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Alexa is a co-owner of StoneBridge Enterprises LLC, which owns a Dairy Queen restaurant, dedicating minimal time to assisting with financials. She is also a board member of the Montana Justice Foundation, a non-profit, spending minimal time per quarter.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations36 states
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