Abraham Rawley Otoupal

D.A. Davidson & CO.

21 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

10400 NE 4th St., Suite 400, Bellevue, WA, 98004

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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.

Other Business Activities

Abraham is a board member of Providence, MT St Vincent Foundation, a senior care community, since 2014. He spends minimal time attending board meetings.