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Kathleen Absec

28 Years of Experience
Coeur D' Alene, ID
Broker

Kathleen Absec is a registered investment advisor at D.A. Davidson & CO., based in Coeur D' Alene, ID, with 28 years of industry experience. Kathleen 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

200 W. Hanley Ave., Suite 13, Coeur D' Alene, ID, 83815

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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.
March 2017 - Present · 9 yrs 2 mos
D.A. Davidson & CO.Broker
January 1998 - Present · 28 yrs 4 mos
State Registrations39 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.
Kathleen Absec - Financial Advisor | TrueAdvisor