Abraham Otoupal is a registered investment advisor at D.A. Davidson & CO., based in Bellevue, WA, with 22 years of industry experience. Abraham 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
10400 NE 4th St., Suite 400, Bellevue, WA, 98004
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Abraham is a board member of Providence, MT St Vincent Foundation, a senior care community, since 2014. He spends minimal time attending board meetings.
Employment History
Current Registrations
D.A. Davidson & CO.Broker
D.A. Davidson & CO.
Previous Registrations
Waddell & Reed
Waddell & Reed, INC.Broker
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
Merrill Lynch, Pierce, Fenner & Smith Incorporated
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations25 states
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