AV

Addison Colter Mclain Vergara

7 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

176 Timberwolf Pkwy, Kalispell, MT, 59901

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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

Addison is a board member for two non-profit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
February 2019 - Present · 6 yrs 11 mos
D.A. Davidson & CO. Broker
February 2019 - Present · 6 yrs 11 mos
Previous Registrations
D.A. Davidson & CO.
September 2018 - December 2018 · 3 mos
D.A. Davidson & CO. Broker
July 2018 - December 2018 · 5 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.
Addison Colter Mclain Vergara - Financial Advisor | AdvisorDiscover