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Alexa Nicole Bass

12 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only
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Location

40 West 14th Street, Artisan Block, Great Northern Town Center, Helena, MT, 59601

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History

Regulatory History
Clean regulatory record

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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Other Business Activities

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.
August 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.Broker
June 2013 - Present · 12 yrs 8 mos
State Registrations39 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Alexa Nicole Bass - Financial Advisor | TrueAdvisor