Roseburg, OR Office

Team
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D.A. Davidson & Co.

Enterprise

Firm-wide stats for D.A. Davidson & Co.

Total advisors

686

Across 163 offices

Clients per advisor

99 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

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.

Expertise

Wealth management Retirement income strategy

Based on D.A. Davidson & Co.

Occupation focus

Founder/Business Owner Executive

Based on D.A. Davidson & Co.

Demographic focus

HENRY (High Earners, Not Rich Yet) Established Professionals

Based on D.A. Davidson & Co.

Location

1495 NW Garden Valley, Suite 201

Roseburg OR 97471

Advisors at this office

6

Advisors at this office

user avatar

Cameron L

Series 66

Roseburg, OR

D.A. Davidson & Co.

Cameron Lawler is a Series 66-licensed financial advisor with D.A. Davidson & Co. in Roseburg, Oregon, where he has worked since 2016. He has 11 years of industry experience. Outside of his advisory role, he serves on the board of the Umpqua Valley Tennis Center and chairs the Umpqua Enhancement Fishing Derby, a nonprofit event focused on fundraising for fishing 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 investors, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory and equity research to comprehensive financial planning and private wealth programs, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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

Allison P

Series 66

Roseburg, OR

D.A. Davidson & Co.

Allison Priestley is a financial advisor at D.A. Davidson & Co. with eight years of industry experience. She holds a Series 66 designation and has been with D.A. Davidson since 2015. Additionally, she serves as a Notary Public for the State of Oregon. 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 ERISA retirement plan advisory services, comprehensive financial planning, and a private wealth program for clients with substantial net worth, operating under fiduciary standards and incorporating both qualitative and quantitative investment analysis.

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

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 holds the Series 66 designation and has worked at D.A. Davidson since 2018, following seven years at Wicks Emmett LLP. Gray serves on the boards of two nonprofit organizations in Roseburg, Oregon: HOPE Clinic for Women, where he is a finance committee member, and the Community Cancer Center. 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 wealth management, operating under fiduciary standards and utilizing both qualitative and quantitative tools to support investment decisions.

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

Amy P

Series 66

Roseburg, OR

D.A. Davidson & Co.

Amy Palm is a financial advisor at D.A. Davidson & Co. with 22 years of industry experience and holds a Series 66 designation. She has been with D.A. Davidson since 2009. Palm serves on the executive board of the YMCA of Douglas County and is a board member of the Family Development Center, both nonprofit organizations in Roseburg, OR. 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 retirement plan advisory services, 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
user avatar

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. Prior to joining D.A. Davidson in 2018, he worked at Bank of the Cascades and Cascade Community FCU. Outside of his advisory role, he serves as a trustee for the First Missionary Baptist Church of Union Gap and is a board member of Umpqua Valley Habitat for Humanity. 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, offers comprehensive financial planning and private wealth programs, and distinguishes itself through municipal advisory services and affiliated custodial entities.

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 the Series 66 designation and has been with D.A. Davidson since 2009. D.A. Davidson & Co. offers investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm provides a range of services such as ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and employing both qualitative and quantitative investment analysis.

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