Amanda Ludford Whately
Investment Adviser Representative at D.a. Davidson & Co.
Professional summary
Compiled by AdvisorFinder from public regulatory records. This advisor has not provided a personal biography.
Amanda Ludford Whately is an investment adviser representative with D.a. Davidson & Co. in Midlothian, VA, where they have been registered since 2023. They have worked in the securities industry since 2008 and have been registered with 4 firms, including Truist Advisory Services, Inc. and Bb&t Securities, LLC. They have passed 5 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 24 (general securities principal). They are registered to provide investment advice in Virginia.
Registrations & licenses
- Investment adviser:
- Virginia
- Broker:
2 states and territories
Colorado, Virginia
Registration requirements vary by state and service. Contact the advisor's firm to confirm whether they can serve you.
Financial-firm registration history
Registration history as reported to FINRA, most recent first.
Reported employment history
Employment the advisor reported on their SEC/FINRA filings, as of October 8, 2026. It may not be a complete history.
- Minnesota LIFE INS CoJul 2011 – Oct 2017St Paul, MN
- Bb&t SecuritiesOct 2017 – Aug 2023Richmond, VA
- Suntrust Investment Services, IncOct 2020 – Aug 2023Atlanta, GA
- Suntrust Advisory Services, IncOct 2020 – Aug 2023Atlanta, GA
- D. A. Davidson & CoSep 2023 – no end date reportedGreat Falls, VA
Official records & sources
Data as of June 26, 2026 · Source: SEC IAPD & FINRA BrokerCheck
About D.a. Davidson & Co.
These details describe the firm overall. Individual advisors' services, clients, and fees may differ.
Fee arrangements the firm reports
- Percentage of assets under management
- Hourly
- Fixed fee
Arrangements the firm reports on its Form ADV; this advisor may not charge every fee listed. Estimated from the firm's Form ADV — individual terms may differ. Not a quote.
Services the firm offers
Client types the firm serves
Firm assets under management
$25B+
- Firm disclosures (Form ADV)
- Disciplinary history reportedVerify on SEC IAPD
- Advisors listed on AdvisorFinder:
- 693
- Offices listed on AdvisorFinder:
- 26
- Main office:
- Great Falls, MT
- SEC file number:
- 801-45761
Counts reflect AdvisorFinder directory coverage, not necessarily the firm's complete network.
Form ADV data as of July 30, 2026
View full firm profileOther advisors at D.a. Davidson & Co.
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Amanda Ludford Whately has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on BrokerCheck or SEC.gov before making any decision. AdvisorFinder may be compensated for referrals generated through this page.
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