Margaret
Kineke

D.A. Davidson & Co

CRD#1239647
Investment Advisor
in Seattle, WA
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About this Advisor

Margaret Kineke is a certified financial planner in Seattle, Washington. Currently a registered investment advisor with D.A. Davidson & Co, they have accrued 12 years of professional experience in the financial advisory industry. Kineke holds Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative. Kineke is able to work with customers based out of Washington. Kineke has spent their career at D.A. Davidson & Co. D.A. Davidson & Co is headquartered in Seattle, Washington, and operates out of 67 additional locations in the country. As a registered investment firm, D.A. Davidson & Co oversees $15 billion in assets across 47,201 accounts and retains more than 515 people. The amount of assets the firm manages makes it one of the biggest firms in the country. The firm manages 40,742 accounts on a discretionary basis, in which the advisor makes all of the buying and selling decisions on the client's behalf. Currently 18% of the firm's investors are high-net-worth individuals, meaning they have more than $1 million in assets. D.A. Davidson & Co provides 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

Series 63, Series 65, Certified Financial Planner

Years of Experience

12 years

Services Offered

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

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

Columbia Center, 701 5Th Avenue Suite 4050
Seattle, WA 98104

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

WA Average: $2,609,029,241
Total Number of Employees

630

WA Average: 66
Total Number of Accounts

53,308

WA Average: 6,076
Average Account Size

$320,872

WA Average: $429,399

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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

Margaret Kineke Work History

Margaret has 12 years of experience.

2006 - Present (13 years)

D.A. Davidson & Co

Disclosures

Margaret Kineke has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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