LD
CFA

Louis Gino Dilello

26 Years of Experience

Firm Information

Compensation
Fee-Only (AUM)Fixed/Hourly
Number of Advisors
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

D.A. Davidson offers wrap fee programs where clients pay an annual fee based on the market value of assets in the client’s account for advisory and most trading execution services. The wrap fee covers investment advice, portfolio management, transaction execution, custody, account servicing, reporting, monitoring, rebalancing, and other services. It also covers fees paid to investment managers, the Davidson platform fee, and D.A. Davidson’s costs for administering the Program.

Areas of Practice
Investment Management
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Advisor Information

Office location

8 Third Street North, Great Falls, MT, 59401-3104

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Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Other Business Activities

Louis owns rental property in Bozeman, MT since 2016 and acts as a landlord. He spends minimal time on this activity.

Employment History
Current Registrations
D.A. Davidson & CO.
January 2017 - Present · 9 yrs
Davidson Investment Advisors, INC.
January 2016 - Present · 10 yrs
D.A. Davidson & CO. Broker
October 2003 - Present · 22 yrs 3 mos
Previous Registrations
D.A. Davidson & CO.
February 2004 - April 2016 · 12 yrs 2 mos
American Skandia Advisory Services, INC.
March 2003 - September 2003 · 6 mos
American Skandia Marketing, INC.Broker
July 2001 - September 2003 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith Incorporated Broker
March 2000 - July 2001 · 1 yr 4 mos
D.A. Davidson & CO. Broker
October 1998 - June 1999 · 8 mos
State Registrations1 state
MT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.