KS
CFP
KS
CFP

Kevin Savage

23 Years of Experience
Palm Desert, CA
Broker

Kevin Savage is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Palm Desert, CA, with 23 years of industry experience. Kevin 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

74-245 Highway 111, Suite E-101, Palm Desert, CA, 92260

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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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Employment History
Current Registrations
D.A. Davidson & CO.Broker
October 2024 - Present · 1 yr 7 mos
D.A. Davidson & CO.
October 2024 - Present · 1 yr 7 mos
Previous Registrations
LPL Financial LLCBroker
June 2003 - October 2024 · 21 yrs 4 mos
LPL Financial LLC
June 2003 - October 2024 · 21 yrs 4 mos
Morgan Stanley Dw INC.Broker
October 2001 - October 2002 · 1 yr
State Registrations21 states
AZCADCFLGAIAIDKSMDMIMNNCNHNMNVNYORTXUTWAWI
AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.
Kevin Savage - Financial Advisor | TrueAdvisor