Kathleen Absec, financial advisor Coeur d'Alene ID

Kathleen Absec

CRD Number: 1341565
Current Firm: D.a. Davidson & Company

Kathleen Absec (CRD# 1341565) is an Investment Advisor Representative working at D.a. Davidson & Company in Coeur d'Alene, ID and has over 26 years of experience in the finance industry.

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Company Name Location Dates Years
D.a. Davidson & Company Coeur D'alene, ID Jul 1995 - Current 28
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 1998
S65 NASAA Investment Advisors Law Examination Mar 2017
Contact Info for Kathleen M. Absec
Phone Number: 406-727-4200
Registered State(s):
  • ID
  • TX
By the Numbers
  • Total Assets Under Management
    27,925
    MILLIONS
  • Total Number of Accounts
    81,264
    ACCOUNTS
  • Average Account Value
    $343,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Performance-based fees
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles (other than investment companies)
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
Types of Clients
Registered States

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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