Cassandra Robinson is a registered investment advisor at D.A. Davidson & CO., based in Sandpoint, ID, with 8 years of industry experience. Cassandra 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
805 Pine Street, Sandpoint, ID, 83864
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Regulatory History
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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Cassandra is a board member and secretary for the Sandpoint Renaissance Association, a non-profit organization, dedicating minimal time. She is also a notary public for the State of Idaho, spending minimal time on this activity.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Wells Fargo Clearing Services, LLC
Wells Fargo Clearing Services, LLCBroker
State Registrations20 states
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