Georgette Duleba, financial advisor Everett WA

Georgette Duleba

CRD Number: 2341930
Current Firm: D.a. Davidson & Company

Georgette Duleba (CRD# 2341930) is an Investment Advisor Representative working at D.a. Davidson & Company in Everett, WA and has over 17 years of experience in the finance industry.

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Financial Management, Inc.
Company Name Location Dates Years
D.a. Davidson & Company Everett, WA Sep 2019 - Current < 1
Unemployed Arlington, WA Aug 2019 - Sep 2019 < 1
U.s. Bancorp Investments, Inc. Mount Vernon, WA Sep 2015 - Aug 2019 3
The Leaders Group Inc. Littleton, CO Jul 2015 - Sep 2015 < 1
The Annuity Source Inc. Bellevue, WA Sep 2013 - Sep 2015 2
Unemployeed Arlington, WA Aug 2013 - Sep 2013 < 1
Homestreet Bank Seattle, WA Jun 2012 - Aug 2013 1
Cetera Investment Services LLC St. Cloud, MN Jun 2012 - Aug 2013 1
Unemployed Arlington, WA Jan 2008 - Jun 2012 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jul 2002
S66 NASAA Uniform Combined State Law Examination Dec 2015
Contact Info for Georgette Duleba
Phone Number: 406-727-4200
Registered State(s):
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    18,449
    MILLIONS
  • Total Number of Accounts
    57,712
    ACCOUNTS
  • Average Account Value
    $319,667
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • 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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY

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BADGES
Clean Record
This advisor has a clean track record with regulators.

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