Robert Vorbeck
Robert Vorbeck is a registered investment advisor at D.A. Davidson & CO., based in Eagle, ID, with 32 years of industry experience. Robert 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
435 E Shore Dr, Suite 110, Eagle, ID, 83616
Get directionsHistory
Regulatory History (2)
Customer Dispute
July 2008Customer Dispute
May 2008Other Business Activities
Robert is a member of the Board of Directors for the Bronco Athletic Association at Boise State University since 2007. He is also a board member for the Arid Club, a non-profit social club, since 2020, dedicating a few hours per week.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Piper Jaffray & CO.
Piper Jaffray & CO.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Dean Witter Reynolds INC.Broker
State Registrations27 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.