D.A. Davidson & Co
Answer a few questions and
get matched with an advisor.
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
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
Margaret Kineke Work History
Margaret has 12 years of experience.
D.A. Davidson & Co
Margaret Kineke has no disclosures.
Please visit their SEC profile for more details.