Kelly Ginsberg is a registered investment advisor at D.A. Davidson & CO., based in Carlsbad, CA, with 18 years of industry experience. Kelly 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
Opus Plaza 1, 1925 Palomar Oaks Way, Suite 300, Carlsbad, CA, 92008
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
SA Stone Wealth Management INC.Broker
Quest Capital Strategies, INC.Broker
The Geneva Companies INC.Broker
State Registrations38 states
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