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Dell Robinson Gray

Advisor at D.A. Davidson & Co. — Roseburg, OR

Updated today

Credentials

Series 66

Experience

7 years

Location

Roseburg, OR 97471

D.A. Davidson & Co. logo

D.A. Davidson & Co.

Enterprise

Total advisors

688

Across 163 offices

Clients per advisor

99 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

Dell Gray is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He holds the Series 66 designation and has worked at D.A. Davidson since 2018, following seven years at Wicks Emmett LLP. Gray serves on the boards of two nonprofit organizations in Roseburg, Oregon: HOPE Clinic for Women, where he is a finance committee member, and the Community Cancer Center. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients. The firm offers a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative tools to support investment decisions.

Client services

Based on D.A. Davidson & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on D.A. Davidson & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. Davidson & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. Davidson & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Roseburg, OR

1495 NW Garden Valley, Suite 201

Roseburg OR 97471

Advisors at this office

6

Most active in

Oregon · Texas

Work history

7 years of industry experience

D.A. Davidson & Co.

2018 - Present • 8 years

Roseburg, OR

Wicks Emmett LLP

2011 - 2018 • 7 years

Roseburg, OR

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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Dan J

Series 65

Roseburg, OR

DJ Financial

Dan Jones is a financial advisor at DJ Financial in Roseburg, OR, holding a Series 65 designation with 12 years of industry experience. He operates a CPA sole proprietorship providing tax consulting services alongside his advisory role and serves as a director on the board of Oregon Pacific Bank. DJ Financial offers investment management and financial planning services to individuals, small employer pension and profit-sharing plans, and corporate clients. The firm’s approach focuses on lower-cost investments with a long-term perspective and integrates tax and management accounting services through the principal’s active CPA practice.

General retirement planning Wealth management Income planning Tax strategies for small businesses Founder/Business Owner
user avatar

Justin B

Series 63, Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Justin Bruggeman is a financial advisor at Littlejohn Financial Services Inc with 11 years of industry experience. He holds Series 63 and Series 65 designations and has been with Littlejohn Financial Services since 2017, following a year at COUNTRY Capital Management Company. Outside of his advisory role, he is involved in insurance sales. Littlejohn Financial Services is an SEC-registered, team-based advisory firm serving individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a long-term, fundamental-analysis investment approach and emphasizes client education through workshops and other outreach activities.

Concentrated stock management Founder/Business Owner Retired
user avatar

Matthew D

Series 65

Roseburg, OR

Littlejohn Financial Services Inc

Matthew Dickson is a financial advisor at Littlejohn Financial Services Inc with a Series 65 designation and four years of industry experience. Prior to joining Littlejohn Financial Services in 2021, he worked in the Roseburg and Glide School Districts from 2013 to 2021. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Fred L

CFP®, Series 63, Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Fred Littlejohn II is a CFP® professional with 24 years of industry experience. He is the principal owner of Littlejohn Financial Services Inc and previously spent 12 years with Bigfoot Investments. Outside of advisory work, he is a part owner of an industrial manufacturing business that produces protectors for lumber transport on rail cars. Littlejohn Financial Services is an SEC-registered advisory firm that serves individuals, trusts, estates, businesses, nonprofits, and employer retirement plans. The firm employs a team-based approach with a long-term, fundamental-analysis investment strategy and places emphasis on client education through workshops and a weekly financial radio program.

Concentrated stock management Founder/Business Owner Retired
user avatar

Wesley H

Series 66

Roseburg, OR

Littlejohn Financial Services Inc

Wesley Holt is a financial advisor with Littlejohn Financial Services Inc. in Salem, OR, holding a Series 66 designation and 16 years of industry experience. He has worked with Littlejohn and its related entities since 2013 and has been self-employed since 2009. Outside of advising, Holt serves as president of a bookkeeping and payroll services company and works as a health coach, spending several hours monthly coaching clients on weight loss. Littlejohn Financial Services serves individuals, trusts, estates, businesses, pension and profit-sharing plans, and charitable organizations with discretionary portfolio management, financial planning, and retirement-plan advisory services. The firm offers customized portfolios managed primarily with a long-term orientation and provides no-cost financial workshops and seminars to clients.

Concentrated stock management Founder/Business Owner Retired
user avatar

Cameron L

Series 66

Roseburg, OR

D.A. Davidson & Co.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing restoration in the Umpqua River Basin. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

Wealth management Retirement income strategy Founder/Business Owner Executive HENRY (High Earners, Not Rich Yet) Established Professionals
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