Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Darci? Claim Your ProfileDarci Southworth is a financial advisor with D.a. Davidson & Co. Darci has a Series 99TO and a SIE. Darci has been in the financial industry since June 2021 and is active with the BrokerCheck and inactive with the Investment Adviser Public Disclosure (IAPD). Darci has a special focus on portfolio management for businesses and individuals. Darci is registered with FINRA. Darci's current office is located in GREAT FALLS, MT.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
MT
06/28/2021 - Present
D.a. Davidson & Co. (GREAT FALLS MT)
BC
Issued 06/28/2021
Series 99TO - Operations Professional Examination
BC
Issued 05/18/2021
SIE - Securities Industry Essentials Examination
Active
Inactive
F
FINRA
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