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Cheryl Ann Squier

D.a. Davidson & Co.

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About Cheryl Ann Squier

Cheryl Squier is a financial advisor registered with D.a. Davidson & Co. Cheryl has been in the securities industry for 32 years, previously working with Wells Fargo Clearing Services, LLC and Edward Jones. Cheryl provides a variety of financial services to individuals, businesses, charitable organizations, and pension and profit-sharing plans. Cheryl is registered in 23 states and has obtained several securities licenses.

Firm Information

Cheryl Squier 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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Cheryl Squier’s Registration & Firm History

CO

05/06/2021 - Present

D.a. Davidson & Co. (GRAND JUNCTION CO)

CO

03/04/2011 - 05/12/2021

WELLS FARGO CLEARING SERVICES, LLC (GRAND JUNCTION CO)

CO

03/25/2004 - 03/09/2011

EDWARD JONES (GRAND JUNCTION CO)

AZ

12/10/1996 - 03/30/2004

SUNAMERICA SECURITIES, INC. (PHOENIX AZ)

IA

10/05/1994 - 12/10/1996

AEGON USA SECURITIES INC. (CEDAR RAPIDS IA)

IL

10/19/1993 - 10/11/1994

BANC ONE SECURITIES CORPORATION (CHICAGO IL)

NY

03/02/1993 - 10/14/1993

LIBERTY SECURITIES CORPORATION (PURCHASE NY)

CA

12/23/1991 - 03/04/1993

FN INVESTMENT CENTER (SACRAMENTO CA)

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Licenses & Designations

BOTH

Issued 02/22/2007

Series 66 - Uniform Combined State Law Examination

IA

Issued 09/17/2003

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 12/17/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/10/1993

Series 7 - General Securities Representative Examination

BC

Issued 12/19/1991

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Cheryl Ann Squier. Review regulatory record here.
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