D.A. Davidson & Co
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About this Advisor
Klindt Ginsberg is a financial advisor whose office is in Carlsbad, California. Currently a registered investment advisor with D.A. Davidson & Co, Ginsberg has 12 years of professional experience as a financial advisor. Ginsberg holds Series 63 and Series 66 licenses, qualifying them as a securities representative. Ginsberg can operate in California and Texas. The advisor has gained experience at D.A. Davidson & Co and Crowell, Weedon & Co. D.A. Davidson & Co is based out of Carlsbad, California, and has 67 other brick-and-mortar locations in the nation. In total, D.A. Davidson & Co manages $15 billion in assets throughout 47,201 accounts and employs more than 515 people. The level of assets currently under the firm's management places it among the biggest financial advisory firms in the country. The firm manages 40,742 accounts on a discretionary basis, in which the advisor has the authority to make all investment decisions. Currently 18% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in investable assets. D.A. Davidson & Co offers 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. The firm's fees may include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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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
Klindt Ginsberg Work History
Klindt has 12 years of experience.
D.A. Davidson & Co
Crowell, Weedon & Co
Klindt Ginsberg has no disclosures.
Please visit their SEC profile for more details.