Georgette Duleba is a registered investment advisor at D.A. Davidson & CO., based in Everett, WA, with 21 years of industry experience. Georgette 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
2825 Colby Avenue, Suite 201, Everett, WA, 98201-3536
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Regulatory History
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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Georgette is a beneficiary of the Gordon B. Kruse Trust since 2015 and manages property inside the trust. This requires minimal time.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
U.S. Bancorp Investments, INC.
U.S. Bancorp Investments, INC.Broker
The Leaders Group, INC.Broker
Cetera Investment Services LLCBroker
Capital Brokerage CorporationBroker
Symetra Investment Services, INC.Broker
Talbot Financial Services, INC.Broker
Symetra Investment Services, INC.Broker
Banc of America Investment Services, INC.Broker
Ba Investment Services, INC.Broker
Seafirst Investment Services, INC.Broker
State Registrations17 states
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.