Roseburg, OR Office

Team
Updated today

Client AUM

$37,613,270,981

Clients

68,135

Advisors

6

Of 693 advisors across 164 offices

Location

1495 NW Garden Valley, Suite 201

Roseburg OR 97471

Advisors at this office

6

Advisors at this office

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Cameron L

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Cameron Lawler is a financial advisor at D.A. Davidson & Co. with 10 years of industry experience. He holds a Series 66 designation and has been with the firm since 2016. Outside of his advisory role, Lawler serves on the board of the Umpqua Valley Tennis Center and is chairman of the Umpqua Enhancement Fishing Derby, a nonprofit event supporting fish 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 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 while adhering to fiduciary standards under the Advisers Act and ERISA.

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

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Allison Priestley is a financial advisor at D.A. Davidson & Co. in Roseburg, Oregon, with seven years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Outside of her advisory role, she serves as a Notary Public for the State of Oregon. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual and high-net-worth investors, charitable organizations, and corporations. The firm provides services under fiduciary standards and offers specialized offerings such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.

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

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Dell Gray is a financial advisor at D.A. Davidson & Co. with seven years of industry experience. He has worked at D.A. Davidson since 2018 and previously was employed at Wicks Emmett LLP for seven years. Gray serves on the boards of the Hope Clinic for Women and the Community Cancer Center in Roseburg, Oregon, contributing to their governance and finance committees. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, and charitable organizations. The firm operates under fiduciary standards and offers services such as ERISA retirement plan advisory, wrap fee programs, comprehensive financial planning, and a private wealth program for clients with net worth above $20 million.

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

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Amy Palm is a financial advisor with D.A. Davidson & Co., holding a Series 66 designation and bringing 22 years of industry experience. She has been with D.A. Davidson since 2009. Outside of her advisory role, she serves as secretary on the executive board of the YMCA of Douglas County and is a board member of the Family Development Center, a nonprofit relief nursery in Roseburg, OR. 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 corporations. The firm follows fiduciary standards under the Advisers Act and ERISA, offering services such as retirement plan advisory, equity research, comprehensive financial planning, and a private wealth program for clients with more than $20 million in net worth.

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

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Joshua Huckins is a financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, holding a Series 66 designation and eight years of industry experience. His prior roles include positions at Bank of the Cascades and Cascade Community Federal Credit Union. Outside of his advisory work, Huckins serves as a Trustee for the First Missionary Baptist Church of Union Gap and is a board member for Umpqua Valley Habitat for Humanity. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides services such as ERISA retirement plan advisory, comprehensive financial planning, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards with a range of qualitative and quantitative investment tools.

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

Ingrid D

Series 66

Roseburg, OR

D.A. DAVIDSON & Co.

Ingrid Dunn is a financial advisor at D.A. Davidson & Co. with 17 years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2009. 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 such as ERISA retirement plan advisory, financial planning, equity research, and a Private Wealth program for high-net-worth clients, operating under fiduciary standards and employing both qualitative and quantitative analysis.

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