Kelly Elizabeth Eppard
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.
Kelly Elizabeth Eppard is an investment adviser representative with D.a. Davidson & Co. in Great Falls, MT, where they have been registered since 2024. They have worked in the securities industry since 2022 and were previously registered with LPL Financial LLC. They have passed 5 industry qualification exams, including the Series 66 (combined investment adviser and state securities agent), Series 7 (general securities representative), and Series 9 (options sales supervisor). They are registered to provide investment advice in Montana and Texas.
Office
Advisors at this office: 13
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Montana, Texas
- Broker:
33 states and territories
Alaska, Arizona, Arkansas, California, Colorado, District of Columbia, Florida, Georgia, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Maine, Massachusetts, Michigan, Minnesota, Mississippi, Montana, Nebraska, Nevada, New Mexico, New York, Ohio, Oregon, Pennsylvania, South Carolina, South Dakota, Texas, Utah, Washington, Wyoming
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.
- Guardian Life Insurance Company of AmericaJun 2019 – Jun 2021Missoula, MT
- Richard Brady & Associates, Inc.Mar 2018 – Mar 2019San Diego, CA
- California Western School of LawSep 2017 – Mar 2018San Diego, CA
- El DiabloJul 2013 – Aug 2017Missoula, MT
- PARK Avenue SecuritiesJan 2020 – Jun 2021Missoula, MT
- Hospice Care Foundation of MissoulaDec 2019 – Jan 2021Missoula, MT
- New York Life Insurance AgencyDec 2019 – Jun 2021Philadelphia, PA
- SauvageJun 2021 – Sep 2021Steamboat Springs, CO
- Morning Bird BakeryOct 2021 – Feb 2022Missoula, MT
- WayfairFeb 2022 – Oct 2022Missoula, MT
- Ames & Associates, Inc.Oct 2022 – Jan 2023Missoula, MT
- First Interstate BankJan 2023 – Apr 2024Missoula, MT
- LPL FinancialJan 2023 – Apr 2024Missoula, MT
- D.a. Davidson & Co.May 2024 – no end date reportedGreat Falls, MT
Official records & sources
Data as of August 10, 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. Kelly Elizabeth Eppard 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.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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