AD
CFP
AD
CFP

Alexander Dabney

10 Years of Experience
Broker

Alexander Dabney is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Bozeman, MT, with 10 years of industry experience. Alexander 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

1101 E Main St, Suite 301, Bozeman, MT, 59715

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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

Alexander is a board member of Thrive, a non-profit organization, and a joint owner of Good Medicine Bozeman LLC and Twodab Partners, both rental property ventures. These activities require minimal time commitment.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2016 - Present · 10 yrs 1 mo
D.A. Davidson & CO.Broker
February 2016 - Present · 10 yrs 2 mos
State Registrations37 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.