MK
CFP
MK
CFP

Margaret Kineke

41 Years of Experience
Seattle, WA
Broker

Margaret Kineke is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Seattle, WA, with 41 years of industry experience. Margaret 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Columbia Center, 701 5th Avenue, Suite 4050, Seattle, WA, 98104

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History

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.Broker
July 2006 - Present · 19 yrs 10 mos
D.A. Davidson & CO.
July 2006 - Present · 19 yrs 10 mos
Previous Registrations
Piper Jaffray & CO.
May 1995 - July 2006 · 11 yrs 2 mos
Piper Jaffray & CO.Broker
February 1993 - July 2006 · 13 yrs 5 mos
Seafirst Investment Services, INC.Broker
April 1992 - February 1993 · 10 mos
Seafirst Securities, INC.Broker
January 1990 - April 1992 · 2 yrs 3 mos
Pnmr Securities, INC.Broker
June 1989 - January 1990 · 7 mos
Shearson Lehman Hutton INC.Broker
December 1987 - March 1989 · 1 yr 3 mos
Shearson Lehman Hutton INC.Broker
May 1984 - March 1989 · 4 yrs 10 mos
Kidder, Peabody & CO. IncorporatedBroker
February 1984 - June 1984 · 4 mos
State Registrations31 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.