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Cheryl Lynn Page

Davidson Investment Advisors, Inc.

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About Cheryl Lynn Page

Cheryl Lynn Page is a financial advisor registered with the state of Virginia. Cheryl has been in the financial industry since 1992 and has been associated with Davidson Investment Advisors, Inc. since March 2023. Cheryl holds Series 65 license. Cheryl has experience working with individuals, high-net-worth individuals, corporations, trusts, estates, and charitable organizations. Cheryl holds a Certified Financial Planner and Chartered Financial Analyst designations.

Firm Information

Cheryl Page is currently registered with Davidson Investment Advisors, Inc.. Davidson Investment Advisors, Inc. is a registered investment advisor headquartered in GREAT FALLS, MT. With over $4.8 billion in regulatory assets under management, the firm offers a variety of investment advisory services, including portfolio management for individuals, businesses, investment companies, and pooled investment vehicles. They serve a diverse range of clients, including individuals, corporations, charitable organizations, investment companies, and pension and profit sharing plans.
Davidson Investment Advisors, Inc.

8 THIRD STREET NORTH

GREAT FALLS, MT 59401-3104

$4.81B

Assets Under Management

Not reported

Total Clients

12

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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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.

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portfolio management for investment companies

Strategic management for diversified investment portfolios.

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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percentage of assets

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

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Cheryl Page’s Registration & Firm History

VA

03/01/2023 - Present

Davidson Investment Advisors, Inc. (Richmond VA)

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Licenses & Designations

IA

Issued 06/19/1992

Series 65 - Uniform Investment Adviser Law Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Cheryl Lynn Page.
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