Addison Vergara is a registered investment advisor at D.A. Davidson & CO., based in Kalispell, MT, with 7 years of industry experience. Addison 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
176 Timberwolf Pkwy, Kalispell, MT, 59901
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Regulatory History
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.
Learn about disclosures →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.
D.A. Davidson & CO.Broker
Previous Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations31 states
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