Kyra Montes is a registered investment advisor at D.A. Davidson & CO., based in South Jordan, UT, with 1 years of industry experience. Kyra 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
489 W. South Jordan Parkway, Suite 210, South Jordan, UT, 84095
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Learn about disclosures →Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
Previous Registrations
Diversify Wealth Management, LLC
Dfpg Investments, LLCBroker
Morgan StanleyBroker
State Registrations28 states
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