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Scott Layne Hultsman

D.a. Davidson & Co.

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About Scott Layne Hultsman

Scott Layne Hultsman is a financial advisor with over 20 years of experience in the financial services industry. Scott is currently registered with D.a. Davidson & Co. and Davidson Investment Advisors, Inc.. Scott holds Series 4, 7, 24, 52, 53, 63, and 66 licenses, and has extensive experience in portfolio management for individuals and businesses, financial planning, pension consulting, and educational seminars. Scott has a proven track record of success in helping clients achieve their financial goals.

Firm Information

Scott Hultsman 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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Scott Hultsman’s Registration & Firm History

WA

11/19/2021 - Present

D.a. Davidson & Co. (Camas WA)

OR

10/24/2014 - 12/18/2017

M HOLDINGS SECURITIES, INC. (PORTLAND OR)

CA

02/11/2011 - 08/15/2014

STERNE, AGEE & LEACH, INC. (SAN FRANCISCO CA)

CA

04/08/2010 - 04/21/2011

NOLLENBERGER CAPITAL PARTNERS INC. (SAN FRANCISCO CA)

CA

04/13/2004 - 04/06/2009

EPLANNING SECURITIES, INC. (ROSEVILLE CA)

CA

01/12/2001 - 04/16/2004

BRECEK & YOUNG ADVISORS, INC. (FOLSOM CA)

NJ

06/21/1999 - 12/21/2000

E*TRADE SECURITIES, INC. (JERSEY CITY NJ)

CA

03/19/1998 - 05/07/1999

FRANKLIN/TEMPLETON DISTRIBUTORS, INC. (SAN MATEO CA)

NJ

09/26/1997 - 05/20/1998

PAINEWEBBER INCORPORATED (WEEHAWKEN NJ)

OR

12/19/1996 - 03/10/1997

PHILLIPS & COMPANY SECURITIES INC. (PORTLAND OR)

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Licenses & Designations

BOTH

Issued 11/21/2013

Series 66 - Uniform Combined State Law Examination

BC

Issued 12/20/1996

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 08/04/2005

Series 53 - Municipal Securities Principal Examination

BC

Issued 07/01/2003

Series 4 - Registered Options Principal Examination

BC

Issued 09/25/2001

Series 24 - General Securities Principal Examination

BC

Issued 01/02/2023

Series 52TO - Municipal Securities Representative Examination

BC

Issued 12/18/2017

SIE - Securities Industry Essentials Examination

BC

Issued 12/18/1996

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

N

Nasdaq Stock Market

Disclosures

There is public disclosure for Scott Layne Hultsman. Review regulatory record here.
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