Martin Ledgerwood
Martin Ledgerwood is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Klamath Falls, OR, with 29 years of industry experience. Martin 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
810 Main Street, Suite 102, Klamath Falls, OR, 97601
Get directionsHistory
Regulatory History (1)
Customer Dispute
August 2003Other Business Activities
Martin is involved with several non-profit organizations, including Klamath Lakes Cares, Rotary Club Foundation of Klamath County, and Sky Lakes Medical Center Foundation, dedicating minimal time to each. Martin also owns a private rental property.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
South Valley Wealth Management
South Valley Wealth ManagementBroker
State Registrations17 states
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