AD
CFP
AD
CFP

Alexander Douw Dabney

9 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

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 · 9 yrs 11 mos
D.A. Davidson & CO.Broker
February 2016 - Present · 10 yrs
State Registrations37 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.