D.A. Davidson & Co
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About this Advisor
Mark Froio is a financial advisor based in Seattle, Washington. Currently a registered advisor with D.A. Davidson & Co, Froio has 18 years of practice in the financial advisory industry. Froio maintains a Series 63 license, qualifying them as a securities broker. Froio is registered to act as a financial advisor in Washington. Froio has spent their whole career at D.A. Davidson & Co. D.A. Davidson & Co is headquartered in Seattle, Washington, and has 67 other brick-and-mortar locations throughout the country. In aggregate, D.A. Davidson & Co manages $15 billion in assets dispersed across 47,201 accounts and retains more than 515 people. The amount of assets the firm manages makes it one of the largest firms in the United States. The firm manages 40,742 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 18% of the firm's clients are high-net-worth individuals, meaning they have over $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
Mark Froio Work History
Mark has 18 years of experience.
D.A. Davidson & Co
Mark Froio has no disclosures.
Please visit their SEC profile for more details.