Newport Beach, CA Office

Steven Arrigo is a financial advisor at D.A. Davidson & Co. with 41 years of industry experience. He holds Series 63 and Series 65 licenses and has been with D.A. Davidson since 2013. Outside of his advisory role, he serves as assistant treasurer for the Newport Harbor Yacht Club, a nonprofit organization in Newport Beach, CA. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charities, and corporations. The firm offers a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and a private wealth program for clients with over $20 million in net worth.

Daniel Thomas is a financial advisor with D.A. Davidson & Co. in Newport Beach, CA, holding Series 63 and Series 66 designations and bringing 33 years of industry experience. He has been with D.A. Davidson since 2013. Outside of his advisory work, he serves as a partner and representative of the Le Amis de Escoffier Society International, a nonprofit organization promoting chefs and culinary arts. 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, comprehensive financial planning, and a private wealth program for high-net-worth clients.

Lydia Dupont is a financial advisor at D.A. Davidson & Co. in Newport Beach, CA, with 23 years of industry experience. She holds Series 66 and Series 63 licenses and has been with D.A. Davidson since 2016. 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 operates under fiduciary standards, offering retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with net worth exceeding $20 million.

Brennen Ramos is a financial advisor with D.A. Davidson & Co. holding a Series 66 designation and two years of industry experience. His prior roles include positions at Priority Plus Financial, World Financial Group, and Groves Capital Inc. He is also a vice president and board member of Q Star Consulting, a family-owned accounting consulting firm. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporate clients, offering a range of services such as ERISA retirement plan advisory, comprehensive financial planning, and specialized private wealth programs.

Courtney Johnson is a Series 66 licensed advisor at D.A. Davidson & Co. with 15 years of industry experience. She has been with D.A. Davidson since 2013. 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 fiduciary standards and utilizing both qualitative and quantitative analysis.