Blacksburg, VA Office
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D.A. Davidson & Co.
Enterprise
Firm-wide stats for D.A. Davidson & Co.
About
D.A. Davidson & Co. provides investment advisory and brokerage services to a wide range of clients, including employer‑sponsored retirement plans, individual investors (including high‑net‑worth clients), charitable organizations, and corporate clients. Its offerings include ERISA retirement plan advisory (3(21) and 3(38) services), wrap fee programs and equity research, modular and comprehensive financial planning (On Course and Holistiplan reports), and a Davidson Private Wealth program for clients with more than $20 million in stated net worth.
The firm frames its advisory work under the Advisers Act fiduciary standard and, for retirement accounts, ERISA fiduciary duties, using both qualitative and quantitative analysis and third‑party tools to recommend and monitor investments. For plans it can provide non‑discretionary 3(21) advice or discretionary 3(38) selection and monitoring (including limited discretionary management of risk‑based model portfolios), and its planning process employs scenario analysis and Monte Carlo‑style projections to illustrate potential outcomes.
Several operational features distinguish D.A. Davidson from many large enterprise advisers: it serves as a municipal advisor and participates in municipal underwriting activities (noting a prior SEC MCDC matter related to municipal disclosure practices), an activity that is uncommon among peers. The firm also operates affiliated custodial entities (D.A. Davidson Trust Services and D.A. Davidson Trust Company) and acts as a qualified custodian for certain IRA and 403(b) assets, while providing a no‑additional‑cost Private Wealth planning program for clients with over $20 million in stated net worth.
Based on D.A. Davidson & Co.
Demographic focus
Based on D.A. Davidson & Co.
Location
111 E. Roanoake St
Blacksburg VA 24060
Advisors at this office
3
Advisors at this office
Michael C
CFA®, Series 66
Blacksburg, VA
D.A. Davidson & Co.
Michael Creamer is a CFA® charterholder with 16 years of industry experience, currently serving as a financial advisor at D.A. Davidson & Co. since 2022. His prior roles include positions at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Creamer serves as Treasurer for Special Olympics Area 9 in Virginia and is the Regional Board Chair for Young Life in Blacksburg. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporations. The firm offers various advisory services under the Advisers Act fiduciary standard, including retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with significant net worth.
Heidi H
Series 66
Blacksburg, VA
D.A. Davidson & Co.
Heidi Hawes is a financial advisor with D.A. Davidson & Co. in Blacksburg, VA, holding a Series 66 credential and seven years of industry experience. Her prior roles include positions at Truist Advisory Services, TRUIST Investment Services, BB&T Securities, and National Bank. She serves on the board of Technology Transfer, Inc., a non-investment related technology company in Raleigh, NC, and is a notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory, wrap fee programs, equity research, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.
Paul T
Series 66
Blacksburg, VA
D.A. Davidson & Co.
Paul Torgersen is a financial advisor with D.A. Davidson & Co. He holds the Series 66 designation and has one year of industry experience. Prior to joining D.A. Davidson, he worked at Virginia Tech and Florida State University. D.A. Davidson & Co. provides investment advisory and brokerage services to a broad range of clients, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for high-net-worth clients.
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