Advisor at D.A. DAVIDSON & Co.
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Location
Tecumesh, MO
Credentials
Series 65, Series 66
Industry experience
27 years
Brandon Brown is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill for 20 years before joining D.A. Davidson in 2018. Outside of his advisory role, he manages ranch operations through a real estate holding company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA-compliant retirement plan advisories, financial planning, equity research, and a private wealth program for high-net-worth clients.
Based on D.A. DAVIDSON & Co.
Based on D.A. DAVIDSON & Co.
Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.
Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.
Tecumesh, MO
Colorado · Missouri · Texas
D.A. Davidson & Co.
2018 - Present (8 years)
Merrill
1998 - 2018 (20 years)
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Is active or affiliated with:
Insurance agent
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Broker-dealer / trader
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Trust company
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Other specialized services
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Bank
They're affiliated with a bank that may offer its own financial products and services.
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
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