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Victor Storck

25 Years of Experience
Claremont, CA
Broker

Victor Storck is a registered investment advisor at D.A. Davidson & CO., based in Claremont, CA, with 25 years of industry experience. Victor 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

697 E. Foothill Boulevard, Suite D, Claremont, CA, 91711

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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.
February 2016 - Present · 10 yrs 5 mos
D.A. Davidson & CO.Broker
February 2016 - Present · 10 yrs 5 mos
D.A. Davidson & CO.
February 2016 - Present · 10 yrs 5 mos
Previous Registrations
Deutsche Bank Securities INC.
June 2014 - January 2016 · 1 yr 7 mos
Deutsche Bank Securities INC.Broker
June 2014 - January 2016 · 1 yr 7 mos
UBS Financial Services INC.
October 2013 - January 2014 · 3 mos
UBS Financial Services INC.Broker
August 2013 - January 2014 · 5 mos
Credit Suisse Securities (USA) LLCBroker
January 2006 - November 2012 · 6 yrs 10 mos
Financial Northeastern Securities, INC.Broker
June 2004 - October 2005 · 1 yr 4 mos
Advest, INC.Broker
May 2004 - July 2004 · 2 mos
Wachovia Securities, LLCBroker
October 2000 - January 2004 · 3 yrs 3 mos
First Union Brokerage Services, INC.Broker
December 1998 - October 2000 · 1 yr 10 mos
State Registrations29 states
AZCACOCTDCFLGAIDILMAMDMIMOMTNENHNVNYORPASCTNTXUTVAWAWIWVWY
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.