Richmond, VA Libbie Mill East Blvd. 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
4901 Libbie Mill East Blvd., Suite 210
Richmond VA 23230
Advisors at this office
3
Advisors at this office
Joseph F
Series 66
Richmond, VA
D.A. Davidson & Co.
Joseph Farmer is a financial advisor at D.A. Davidson & Co. with 15 years of industry experience. He holds a Series 66 designation and has worked previously with Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, Farmer is involved as a class agent for Woodberry Forest and serves as Stamp Chairman for Ducks Unlimited in Virginia, overseeing a conservation-related stamp program. 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. The firm offers a range of services under a fiduciary standard, including retirement plan advisory, comprehensive financial planning, and private wealth management for clients with substantial assets.
Brandan W
Series 63, Series 66
Richmond, VA
D.A. Davidson & Co.
Brandan Williams is a financial advisor at D.A. Davidson & Co. with 29 years of industry experience. He holds Series 63 and Series 66 designations. His prior experience includes roles at Truist Advisory Services, Truist Investment Services, BB&T Securities, and Scott & Stringfellow. Outside of his advisory work, he serves as a deacon at Pryor Memorial Presbyterian Church, assisting with the church’s 5 cents a meal program. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, high-net-worth individuals, charitable organizations, and corporate clients. The firm operates under fiduciary standards and 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.
Welford F
Series 63, Series 65
Richmond, VA
D.A. Davidson & Co.
Welford Farmer Jr. is a financial advisor at D.A. Davidson & Co. with 44 years of industry experience. He holds Series 63 and Series 65 licenses and has previously worked at Truist Advisory Services, Bb&T Securities, and Scott & Stringfellow, Inc. Additionally, he serves as a trustee for a family marital trust. 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 and offers a range of services such as retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients.
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