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Catherine Ordillas Lara

D.a. Davidson & Co.

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About Catherine Ordillas Lara

Catherine Lara is a financial advisor with D.a. Davidson & Co. Catherine has been in the industry since August 4, 2008, and has a wealth of experience in the financial services industry. Catherine's background includes experience at Signator Investors, Inc. Catherine is registered to conduct business in multiple states and holds several professional designations. Catherine specializes in a variety of financial services, including investment management, financial planning, and portfolio management for both individuals and businesses. Catherine is committed to providing her clients with the highest level of service and expertise.

Firm Information

Catherine Lara is currently registered with D.a. Davidson & Co.. D.A. Davidson & Co. is a corporation that was formed in May 1935, and has its main office located in GREAT FALLS, Montana. They offer a wide range of financial planning services, including portfolio management for individuals and businesses, pension consulting, educational seminars, and publication of periodicals. They also provide selection of other advisors and manage portfolios for investment companies and pooled investment vehicles. The firm is registered with the SEC and in all 50 states, as well as Puerto Rico. Their regulatory assets under management total $36,175,333,459.
D.a. Davidson & Co.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401

$36.18B

Assets Under Management

1,000

Total Clients

1,002

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Catherine Lara’s Registration & Firm History

MT

02/27/2009 - Present

D.a. Davidson & Co. (GREAT FALLS MT)

MA

11/01/1999 - 05/24/2000

SIGNATOR INVESTORS, INC. (BOSTON MA)

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Licenses & Designations

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/08/2017

Series 99 - Operations Professional Examination

BC

Issued 02/26/2009

Series 11 - Assistant Representative-Order Processing Qualification Exam

BC

Issued 10/29/1999

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Catherine Ordillas Lara.
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