Beacon Pointe Advisors
47yrs
Top advisor by experience in Newport Beach
34yrs
Daniel Thomas is a fiduciary financial advisor in Newport Beach, California, with 34 years in the industry. Daniel joined D.A. Davidson & Co. in 2013, after less than a year at Crowell Weedon & Co. and seven years at Crowell, Weedon & Co.. D.A. Davidson & Co. offers financial planning, investment management, and retirement plan consulting and is paid through a percentage of assets, hourly fees, and flat fees.
One of 1843 advisors with offices in Newport Beach, and one of 1660 fiduciaries.
At a glance
Experience34 years (since 1992)
How that compares ?Top 9% by experience in California
Office680 Newport Center Drive Suite 230, Newport Beach, CA 92660
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$552,040
Advisors at the firm696
States licensed ?2 states
Services through D.A. Davidson & Co.
Financial planningInvestment management for individuals and small businessesInvestment management for businesses and institutionsRetirement plan consultingChoosing other investment managersNewsletters and publicationsEducational seminars and workshops
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
Career
- 2013 – nowD.A. Davidson & Co.Current firm
- Nov 2013 – Nov 2013Crowell Weedon & Co.Previously
- 2007 – 2013Crowell, Weedon & Co.Previously
- 1997 – 2005UBS Financial Services Inc.Previously
Contact Daniel
(406) 727-4200Firm headquarters in Great Falls, MT. Ask for Daniel. 680 Newport Center Drive Suite 230Newport Beach, CA 92660Office · Get directions Facebook pageD.A. Davidson & Co.
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Questions to ask Daniel
Tailored to Daniel’s registration and firm.
- What's your succession plan, and who would work with me if you retire?
- At a firm this size, will I work with you directly or with a service team?
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
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About Daniel
How do I contact Daniel?
Call D.A. Davidson & Co. at (406) 727-4200 and ask for Daniel Thomas. Daniel works from the Newport Beach, CA office.
How long has Daniel been a financial advisor?
Daniel has been in the industry since 1992, about 34 years. Top 9% by experience in California.
What licenses does Daniel hold?
Series 63, Series 66. Tap any license on this page to see what it allows.
Is Daniel a fiduciary?
Daniel is registered as an investment advisor representative, which carries a fiduciary duty when giving investment advice.
How is Daniel paid?
D.A. Davidson & Co. reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Daniel for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
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