Senior Vice President, Financial Advisor
Current
Oct 2019 - Present
AeroLeads people directory · profile
Gregg Whelan Email & Phone Number
Senior Vice President, Financial Advisor
at
D.A. Davidson Companies
LinkedIn matched
✓ Verified July 2026
3 data sources
Profile completeness 86%
Current company
Role
Senior Vice President, Financial Advisor
Location
Long Beach, California, United States
Company size
Who is Gregg Whelan? Overview
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Quick answer
Gregg Whelan is listed as Senior Vice President, Financial Advisor at D.A. Davidson Companies, a with 976 employees, based in Long Beach, California, United States. AeroLeads shows a matched LinkedIn profile for Gregg Whelan.
Gregg Whelan previously worked as Senior VP-investments at Raymond James & Associates, Inc and Senior VP-investments at Smith Barney. Gregg Whelan holds Bs, Finance from Brigham Young University.
Company email context
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D.A. Davidson Companies
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Profile bio
About Gregg Whelan
Gregg Whelan is a Senior Vice President, Financial Advisor at D.A. Davidson Companies.
Current workplace
Gregg Whelan's current company
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D.A. Davidson Companies
5 roles
Gregg Whelan work experience
A career timeline built from the work history available for this profile.
Senior Vp-Investments
Financial Planning is a human process that operates within a financial and legal framework. As a comprehensive resource for wealth management, our group brings together the experience, objectivity, service and investment alternatives needed to help carry out your financial plan. From designing your portfolio to establishing a trust we can address the full range of your wealth management needs.Our highly specialized services include strategic allocation of assets, portfolios and retirement plan consulting and long-term care analysis.
Oct 2009 - Oct 2019
Senior Vp-Investments
Smith Barney
Sep 1999 - Sep 2009
Senior Vp-Investments
Paine Webber
Nov 1992 - Nov 1999
Senior Vp-Investments
Bateman Eichler
Jun 1983 - Nov 1992
Team & coworkers
Colleagues at D.A. Davidson Companies
Other employees you can reach at davidsoncompanies.com. View company contacts for 976 employees →
MD
Mannix Dizon
Colleague at D.A. Davidson CompaniesPortland, Oregon, United States
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JH
James H. Stauffer
Colleague at D.A. Davidson CompaniesLos Angeles Metropolitan Area, United States
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PA
Priscilla Azure
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
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PA
Peg Anzalone
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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MT
Mariah Tyler
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
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BZ
Brian Zahm
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
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JR
Joshua R Boyce, Cws
Colleague at D.A. Davidson CompaniesKalispell, Montana, United States
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JM
Jeremy Mccullough
Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States
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DT
Dave Trageser
Colleague at D.A. Davidson CompaniesBainbridge Island, Washington, United States
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RM
Rob Moore
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
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Mannix Dizon
Colleague at D.A. Davidson CompaniesPortland, Oregon, United States
View →
JH
James H. Stauffer
Colleague at D.A. Davidson CompaniesLos Angeles Metropolitan Area, United States
View →
PA
Priscilla Azure
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
View →
PA
Peg Anzalone
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
MT
Mariah Tyler
Colleague at D.A. Davidson CompaniesGreat Falls, Montana, United States
View →
BZ
Brian Zahm
Colleague at D.A. Davidson CompaniesOmaha, Nebraska, United States
View →
JR
Joshua R Boyce, Cws
Colleague at D.A. Davidson CompaniesKalispell, Montana, United States
View →
JM
Jeremy Mccullough
Colleague at D.A. Davidson CompaniesGreater Seattle Area, United States
View →
DT
Dave Trageser
Colleague at D.A. Davidson CompaniesBainbridge Island, Washington, United States
View →
RM
Rob Moore
Colleague at D.A. Davidson CompaniesSeattle, Washington, United States
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3 education records
Gregg Whelan education
Bs, Finance
Education record
College Of Denver
Long Beach, Ca.
Woodrow Wilson High School
FAQ
Frequently asked questions about Gregg Whelan
Quick answers generated from the profile data available on this page.
What company does Gregg Whelan work for?
Gregg Whelan works for D.A. Davidson Companies.
What is Gregg Whelan's role at D.A. Davidson Companies?
Gregg Whelan is listed as Senior Vice President, Financial Advisor at D.A. Davidson Companies.
Where is Gregg Whelan based?
Gregg Whelan is based in Long Beach, California, United States while working with D.A. Davidson Companies.
What companies has Gregg Whelan worked for?
Gregg Whelan has worked for D.A. Davidson Companies, Raymond James & Associates, Inc, Smith Barney, Paine Webber, and Bateman Eichler.
Who are Gregg Whelan's colleagues at D.A. Davidson Companies?
Gregg Whelan's colleagues at D.A. Davidson Companies include Mannix Dizon, James H. Stauffer, Priscilla Azure, Peg Anzalone, and Mariah Tyler.
How can I contact Gregg Whelan?
You can use AeroLeads to view verified contact signals for Gregg Whelan at D.A. Davidson Companies, including work email, phone, and LinkedIn data when available.
What schools did Gregg Whelan attend?
Gregg Whelan holds Bs, Finance from Brigham Young University.
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