D.A. Davidson & Co
Answer a few questions and
get matched with an advisor.
About this Advisor
Kevin Monaco is a financial advisor based in Los Angeles, California, who has been in the industry for 21 years. Monaco is an advisor for D.A. Davidson & Co. During their career, Monaco has held roles at Wells Fargo Clearing Services, LLC, D.A. Davidson & Co, Morgan Stanley Smith Barney and Raymond James And Associates. Monaco maintains Series 63 and Series 65 licenses, certifying them as both a securities agent and an investment advisor representative, and can work in California and Texas. D.A. Davidson & Co is a registered investment business that has its headquarters in Los Angeles, California. It has offices in 67 locations and a total of 515 employees. It administers $15 billion in total assets among its 47,201 client accounts, making it one of the biggest investment advisory firms in the United States by assets under management. The firm provides financial advisory services to 582 charitable organizations. Of its 47,201 accounts, 18% are held by high-net-worth investors who have more than $1 million in assets. The company has a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors usually depend on which service is provided. Fee types billed by D.A. Davidson & Co likely are comprised of some combination of asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
D.A. Davidson & Co Brokerage Details
Let us help match you with the right financial advisor for your needs.Answer a few questions to get a personalized match.
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pension consulting services
- Selection of other advisers
- Publication of periodicals or newsletters
- Educational seminars/workshops
Kevin Monaco Work History
Kevin has 21 years of experience.
D.A. Davidson & Co
Wells Fargo Clearing Services, LLC
Raymond James And Associates
Morgan Stanley Smith Barney
Kevin Monaco has disclosures.
Please visit their SEC profile for more details.