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Tina Vorbeck

4 Years of Experience
Eagle, ID
Broker

Tina Vorbeck is a registered investment advisor at D.A. Davidson & CO., based in Eagle, ID, with 4 years of industry experience. Tina 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

435 E Shore Dr, Suite 110, Eagle, ID, 83616

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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

Tina works as a program manager for Summit Global Testing, dedicating about a quarter of their time, and is transitioning out of this role. Tina also owns JTSKYE, an internet-based clothing business, and is an independent contractor for network marketing, primarily for personal use.

Employment History
Current Registrations
D.A. Davidson & CO.Broker
March 2023 - Present · 3 yrs 2 mos
D.A. Davidson & CO.
March 2023 - Present · 3 yrs 2 mos
Previous Registrations
UBS Financial Services INC.
May 2021 - March 2023 · 1 yr 10 mos
UBS Financial Services INC.Broker
April 2021 - March 2023 · 1 yr 11 mos
State Registrations27 states
AZCACOCTDCFLGAIDINMAMDMIMNMOMTNCNENMNVNYOHORSCTXUTWAWI
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.
Tina Vorbeck - Financial Advisor | TrueAdvisor