Marci Funk is a registered investment advisor at D.A. Davidson & CO., based in Billings, MT, with 18 years of industry experience. Marci is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.
Compensation
Firm Size
IM Fee
Assets Under Management
Fee Structure
- Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
Location
Hart Albin Bldg. 208 N. Broadway, Suite 100, Billings, MT, 59101
Get directionsHistory
Regulatory History (1)
Customer Dispute
October 2021Other Business Activities
Marci owns and operates 406 Lather SoapCo as a sole proprietor, handling all aspects of the business. She is also a Notary Public for the State of Montana and owns an apartment rental, dedicating minimal time to each.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
UBS Financial Services INC.
UBS Financial Services INC.Broker
Stifel, Nicolaus & Company, Incorporated
Stifel, Nicolaus & Company, IncorporatedBroker
Morgan Stanley Smith BarneyBroker
Citigroup Global Markets INC.Broker
State Registrations26 states
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
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