Adrian Leigh Maykut

D.A. Davidson & CO.

25 Years of Experience

Broker

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

Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305

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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.

Employment History

Current Registrations

D.A. Davidson & CO.

October 2016 - Present · 9 yrs 4 mos

D.A. Davidson & CO.Broker

October 2001 - Present · 24 yrs 4 mos

Previous Registrations

Pim Financial Services, INC.Broker

August 2000 - September 2001 · 1 yr 1 mo

Dain Rauscher IncorporatedBroker

July 2000 - August 2000 · 1 mo

State Registrations32 states

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AdvisorBrokerBoth

Exams

No exam information available for this advisor.