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Mark Edward Sporkia

Investment adviser representative at D.A. Davidson & Co.
18 yearsExperience
1 stateRegistered in
$41.8BFirm assets
32 yearsFirm in business

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How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Percentage of assetsHourlyFixed or flat fee

Services the firm offers

These describe the firm as a whole, not only this advisor.

  • Financial planning
  • Portfolio management
  • Pension consulting
  • Seminars and workshops

Experience

18 years in the industry.

  1. D.A. Davidson & Co.Sep 2020 to now
  2. UnemployedMay 2019 to Sep 2020
  3. Charles Schwab & Co., Inc.Oct 2008 to May 2019

Exams passed

  • Series 63 · Uniform Securities Agent State Law2009
  • Series 65 · Uniform Investment Adviser Law2020

State registrations

Registered as an investment adviser representative in 1 state (MT).

D.A. Davidson & Co.

$41.8BAssets managed
70,118Clients
685Advisers
32 yearsIn business

Official records

SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Individual CRD
2194153
Firm CRD
199
Advisor's SEC record (opens in a new tab)
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