TrueAdvisor
TrueAdvisor
AH
AH

Aleta Kathryn Hoover

D.A. Davidson & CO.
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment ManagementRetirement Planning
D.A. Davidson & CO.
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

Location

115 N Cameron St, Winchester, VA, 22601

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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
November 2025 - Present · 3 mos
D.A. Davidson & CO.
November 2025 - Present · 3 mos
Previous Registrations
Truist Investment Services, INC.Broker
October 2022 - November 2025 · 3 yrs 1 mo
Truist Advisory Services, INC.
October 2022 - November 2025 · 3 yrs 1 mo
State Registrations39 states
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AdvisorBrokerBoth
Exams
No exam information available for this advisor.