Kimberly Perrault is a registered investment advisor at D.A. Davidson & CO., based in Lake Oswego, OR, with 39 years of industry experience. Kimberly 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
Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
RBC Capital Markets, LLC
RBC Capital Markets, LLCBroker
UBS Financial Services INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Marketing One Securities, INC.Broker
Kidder, Peabody & CO. IncorporatedBroker
Capital Concepts Investment CORP.Broker
State Registrations3 states
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