CF
CFP
CF
CFP

Cynthia Fritch

33 Years of Experience
Missoula, MT
Broker

Cynthia Fritch is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Missoula, MT, with 33 years of industry experience. Cynthia 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.

Loading...

Location

283 W. Front Street, Suite 101, Missoula, MT, 59807

Get directions

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.

Learn about disclosures →
Employment History
Current Registrations
D.A. Davidson & CO.
April 2002 - Present · 24 yrs 1 mo
D.A. Davidson & CO.Broker
July 1992 - Present · 33 yrs 10 mos
Previous Registrations
Davidson Investment Advisors, INC.
June 2002 - November 2004 · 2 yrs 5 mos
State Registrations27 states
AKAZCACODCDEFLGAIDILMAMIMNMSMTNCNDNJNVOHORSDTXUTVAWAWY
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.
Cynthia Fritch - Financial Advisor | TrueAdvisor