TrueAdvisor
TrueAdvisor
LD
CFA
LD
CFA

Louis Gino Dilello

D.A. Davidson & CO.
26 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
D.A. Davidson & CO.
Compensation
Fee-Only (AUM)Fixed/Hourly
Firm Size
672 advisors
Number of Clients
66,488 clients
Average Client Portfolio
$544K average
Assets Under Management
$36.2B

Fee Structure

Minimum Investment:$5K
Financial Planning:Investment management only

Location

8 Third Street North, Great Falls, MT, 59401-3104

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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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Other Business Activities

Louis owns rental property in Bozeman, MT since 2016 and acts as a landlord. He spends minimal time on this activity.

Employment History
Current Registrations
D.A. Davidson & CO.
January 2017 - Present · 9 yrs 1 mo
Davidson Investment Advisors, INC.
January 2016 - Present · 10 yrs 1 mo
D.A. Davidson & CO.Broker
October 2003 - Present · 22 yrs 4 mos
Previous Registrations
D.A. Davidson & CO.
February 2004 - April 2016 · 12 yrs 2 mos
American Skandia Advisory Services, INC.
March 2003 - September 2003 · 6 mos
American Skandia Marketing, INC.Broker
July 2001 - September 2003 · 2 yrs 2 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
March 2000 - July 2001 · 1 yr 4 mos
D.A. Davidson & CO.Broker
October 1998 - June 1999 · 8 mos
State Registrations1 state
MT
AdvisorBrokerBoth
Exams
No exam information available for this advisor.