Twin Falls, ID Falls Avenue Office
TeamData sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMTotal client AUM
$37,613,270,981
ClientsTotal clients
68,135
AdvisorsAdvisors at this office
3
Of 693 advisors across 164 offices
Location
450 Falls Avenue, Suite 101
Twin Falls ID 83301
Advisors at this office
3
Advisors at this office
Frederick N
Series 63, Series 65
Twin Falls, ID
D.A. DAVIDSON & Co.
Frederick Nelson is a financial advisor at D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 65 designations with 43 years of industry experience. He has been with D.A. Davidson & Co. since 2010. 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 ERISA retirement plan advisory, wrap fee programs, equity research, and comprehensive financial planning, operating under fiduciary standards and utilizing both qualitative and quantitative analysis.
Kelly W
Series 63, Series 66
Twin Falls, ID
D.A. DAVIDSON & Co.
Kelly Ward is a financial advisor with D.A. Davidson & Co. in Twin Falls, ID, holding Series 63 and Series 66 licenses and bringing 40 years of industry experience. He has been with D.A. Davidson & Co. since 2011. Outside of advisory work, he is a notary public in Twin Falls. D.A. Davidson & Co. offers investment advisory and brokerage services to diverse clients, including employer-sponsored retirement plans, high-net-worth individuals, charitable organizations, and corporations. The firm provides a range of services such as ERISA retirement plan advisory, equity research, comprehensive financial planning, and a Private Wealth program for clients with over $20 million in net worth.
Carolyn N
Series 63, Series 65
Twin Falls, ID
D.A. DAVIDSON & Co.
Carolyn Nelson is a financial advisor with D.A. Davidson & Co. in Twin Falls, Idaho, holding Series 63 and Series 65 licenses and bringing 22 years of industry experience. She has been with D.A. Davidson since 2010. Outside of her advisory role, she is a commissioned notary public. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including employer-sponsored retirement plans, individuals, charitable organizations, and corporate clients. The firm offers a range of services from retirement plan advisory to comprehensive financial planning, operating under the Advisers Act fiduciary standard and ERISA fiduciary duties.
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