Community Bank & Wealth Management Group

CONNECT

Address:

42605 Moonridge Rd
Big Bear Lake, CA 92315

Phone:

(909) 584-4500

Fax/Other:

(909) 585-7220

Big Bear Toll Free: (800) 288-2811
Dublin Toll Free: (800) 394-9230

Mailing Address: P.O. Box 1688, Big Bear Lake CA 92315

CA License #0763476

Our Firm

Founded in 1935, D.A. Davidson Companies is an employee-owned financial services holding company headquartered in Great Falls, Montana. D.A. Davidson has office locations across the nation and offers financial products, services, and straightforward advice. The family of D.A. Davidson Companies includes Davidson Investment Advisors, D.A. Davidson Trust Company, Davidson Fixed Income Management, and three divisions of D.A. Davidson & Co.: Wealth Management, Equity Capital Markets, and Fixed Income Capital Markets.

The Wealth Management division of D.A. Davidson & Co. offers wealth planning that includes a wide range of financial solutions and services. With a focus on personalized service, we work as our clients' trusted advisors to develop strategies for building and preserving long-term, multigenerational wealth. The southern California professionals with D.A. Davidson were previously known as Crowell, Weedon & Co., a firm that joined the D.A. Davidson team of professionals in 2013.

We believe there is only one way to navigate through the wealth of financial service options: straight forward. We offer clear strategies with smart solutions that match your goals, helping you every step of the way as we show you the path to achieve them. Our personal approach is rooted in the values, stability, and discipline of our 80-year-old, employee-owned company that is as independent as you are.

 

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck