AV
AV

Addison Colter Mclain Vergara

7 Years of Experience
Broker
Areas of Practice
Investment ManagementRetirement Planning
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
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Location

176 Timberwolf Pkwy, Kalispell, MT, 59901

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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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Other Business Activities

Addison is a board member for two non-profit organizations: Dream Adaptive Recreation and Daybreak Rotary of Kalispell. These activities are not investment-related and require minimal time.

Employment History
Current Registrations
D.A. Davidson & CO.
February 2019 - Present · 7 yrs
D.A. Davidson & CO.Broker
February 2019 - Present · 7 yrs
Previous Registrations
D.A. Davidson & CO.
September 2018 - December 2018 · 3 mos
D.A. Davidson & CO.Broker
July 2018 - December 2018 · 5 mos
State Registrations31 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.