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Nathan B
Series 63, Series 65
Lexington, SC
D.A. Davidson & Co.
Nathan Bradham is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. He holds Series 63 and Series 65 licenses and has worked previously at Truist Investment Services and Wells Fargo. Outside of his advisory role, he serves as treasurer and secretary for the Bonhomme Green Home Owners Association in Lexington, SC. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse clientele, including retirement plans, individual investors, charitable organizations, and corporate clients, offering a range of services from ERISA retirement plan advisory to comprehensive financial planning and private wealth management.
Seth K
Series 66
Lexington, SC
D.A. Davidson & Co.
Seth Kurtz is a financial advisor at D.A. Davidson & Co. with four years of industry experience. He holds the Series 66 designation and has worked at TRUIST Investment Services, Inc. and D.A. Davidson & Co., following his graduation from the University of Colorado Boulder. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual 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 comprehensive financial planning, operating under the Advisers Act fiduciary standard and employing both qualitative and quantitative analysis.
Gary K
Series 63, Series 66
Lexington, SC
D.A. Davidson & Co.
Gary Kurtz is a financial advisor with D.A. Davidson & Co. in Lexington, SC, holding Series 63 and Series 66 credentials and 31 years of industry experience. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, Inc., BB&T Securities, LLC, and BB&T Investment Services, Inc. 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 comprehensive financial planning, operating under fiduciary standards consistent with the Advisers Act and ERISA.
Michael C
Series 66
Lexington, SC
D.A. Davidson & Co.
Michael Campos is a Series 66-licensed advisor at D.A. Davidson & Co. with 18 years of industry experience. His prior roles include positions at Truist Advisory Services, Truist Investment Services, and BB&T affiliate firms. He is based in Lexington, South Carolina. D.A. Davidson & Co. provides investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, wrap fee programs, equity research, comprehensive financial planning, and a private wealth program for high-net-worth clients, operating under fiduciary standards and utilizing both qualitative and quantitative investment analyses.
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