James Moerkerke is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Hamilton, MT, with 44 years of industry experience. James operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Investment Management, Retirement Planning. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
1711 North First Street, Hamilton, MT, 59840
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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James is a partner in CAP Partnership and Property Enterprises LLC, both real estate ventures, dedicating minimal time to each. He also serves as a Notary Public, a managing partner at Property Storage, LLC, and a trustee/board chairman for Stevensville Rural Fire District, spending a few hours per week on these activities.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Davidson Investment Advisors, INC.
State Registrations35 states
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