Ryan Duncan
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.
Ryan Duncan is an investment adviser representative with D.a. Davidson & Co. in South Jordan, UT, where they have been registered since 2026. They have worked in the securities industry since 2025 and were previously registered with Fidelity Brokerage Services LLC. They have passed 4 industry qualification exams, including the Series 65 (investment adviser), Series 7 (general securities representative), and Series 63 (state securities agent). They are registered to provide investment advice in Texas and Utah.
Office
Advisors at this office: 4
Branch office as filed with FINRA, counting current advisors in the directory who work there.
Registrations & licenses
- Investment adviser:
- Texas, Utah
- Broker:
28 states and territories
Alabama, Alaska, Arizona, California, Colorado, Florida, Idaho, Illinois, Indiana, Maine, Maryland, Michigan, Mississippi, Missouri, Montana, Nevada, New Mexico, New York, North Dakota, Ohio, Oregon, Pennsylvania, South Dakota, Texas, Utah, Virginia, 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.
- UVUAug 2024 – Jan 2025Orem, UT
- World Financial GroupAug 2023 – Jun 2024South Jordan, UT
- Fidelity InvestmentsJan 2025 – Mar 2026Salt Lake City, UT
- Eagle EnvironmentalMar 2020 – Jul 2020Salt Lake City, UT
- R3 RoofingJul 2020 – Sep 2020Ogden, UT
- CostcoMay 2021 – Apr 2022Orem, UT
- Aptive EnvironmentalSep 2020 – May 2021Provo, UT
- PCF InsuranceApr 2022 – Aug 2023Lehi, UT
- JL Sorenson Recreation CenterJan 2016 – Oct 2018Herriman, UT
- Church OF Jesus Christ OF Latter-dayOct 2018 – Mar 2020Salt Lake City, UT
- Fidelity InvestmentsJun 2024 – Aug 2024Salt Lake City, UT
- D.a. Davidson & Co.Mar 2026 – no end date reportedSouth Jordan, UT
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.
Showing 12 of 693 in the directory
Similar advisors in South Jordan, UT
Other advisors whose filed branch office is in the same city.
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Ryan Duncan 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched