AM

Adrian Leigh Maykut

25 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

Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305

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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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Employment History
Current Registrations
D.A. Davidson & CO.
October 2016 - Present · 9 yrs 3 mos
D.A. Davidson & CO. Broker
October 2001 - Present · 24 yrs 3 mos
Previous Registrations
Pim Financial Services, INC.Broker
August 2000 - September 2001 · 1 yr 1 mo
Dain Rauscher Incorporated Broker
July 2000 - August 2000 · 1 mo
State Registrations32 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.