Invested Better
Unclaimed

Unclaimed

Unclaimed

Linda M Vara

D.a. Davidson & Co.

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Linda? Claim Your Profile

About Linda M Vara

Linda Vara is an experienced financial professional with over 29 years in the industry. Linda is currently a registered representative with D.a. Davidson & Co., a broker-dealer and investment advisor with over 630 investment advisor representatives and over $36 billion in assets under management. Prior to joining D.a. Davidson & Co., Linda was registered with a number of firms including Inspex LLC, 280 Securities LLC, Janney Montgomery Scott LLC, and First Southwest Company. Linda is licensed in 51 states and holds Series 7, 63, 53, and 99TO licenses.

Firm Information

Linda Vara 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.

check

financial planning services

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

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

check

selection of other advisors

Helps you choose top advisors aligned with your financial goals.

check

portfolio management for businesses

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

check

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.

check

fixed fees

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

check

percentage of assets

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

Find Your Ideal Financial Advisor

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Linda Vara’s Registration & Firm History

CO

02/07/2022 - Present

D.a. Davidson & Co. (DENVER CO)

NY

07/01/2021 - 02/07/2022

INSPEREX LLC (New York NY)

NY

11/03/2017 - 07/12/2021

280 SECURITIES LLC (New York NY)

NY

05/27/2014 - 11/03/2017

JANNEY MONTGOMERY SCOTT LLC (NEW YORK NY)

NY

02/27/2012 - 06/10/2014

FIRST SOUTHWEST COMPANY (NEW YORK NY)

NY

09/30/2011 - 03/02/2012

STIFEL, NICOLAUS & COMPANY, INCORPORATED (NEW YORK NY)

NY

06/15/2004 - 11/02/2011

STONE & YOUNGBERG LLC (NEW YORK NY)

NY

06/07/2002 - 06/25/2004

QUICK & REILLY, INC. (NEW YORK NY)

IL

10/10/2000 - 01/04/2002

NUVEEN INVESTMENTS (CHICAGO IL)

MO

03/10/1998 - 09/21/2000

FIRST UNION SECURITIES, INC. (ST. LOUIS MO)

MI

04/16/1997 - 03/19/1998

FIRST OF AMERICA SECURITIES, INC. (KALAMAZOO MI)

IL

04/17/1995 - 12/10/1996

WILLIAM BLAIR & COMPANY L.L.C. (CHICAGO IL)

NY

10/11/1993 - 04/21/1995

MORGAN STANLEY & CO., INCORPORATED (NEW YORK NY)

NY

12/22/1992 - 08/05/1993

SMITH BARNEY SHEARSON INC. (NEW YORK NY)

Not sure if Linda M Vara is right for you?

Licenses & Designations

BC

Issued 01/18/1993

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/20/1997

Series 53 - Municipal Securities Principal Examination

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1992

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There are no public disclosures for Linda M Vara.
Not sure if Linda M Vara is right for you?