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Brent Breshears

28 Years of Experience
Lake Oswego, OR
Broker

Brent Breshears is a registered investment advisor at D.A. Davidson & CO., based in Lake Oswego, OR, with 28 years of industry experience. Brent 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
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
686 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Investment management only (planning not offered)

Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.

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Location

Two Centerpointe Drive, Suite 200, Lake Oswego, OR, 97305

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History

Regulatory History
Clean regulatory record

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.

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Employment History
Current Registrations
D.A. Davidson & CO.
November 2006 - Present · 19 yrs 6 mos
D.A. Davidson & CO.Broker
November 2006 - Present · 19 yrs 6 mos
Previous Registrations
RBC Dain Rauscher INC.
January 2003 - November 2006 · 3 yrs 10 mos
RBC Dain Rauscher INC.Broker
March 1998 - November 2006 · 8 yrs 8 mos
Dain Rauscher IncorporatedBroker
May 1997 - March 1998 · 10 mos
State Registrations33 states
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AdvisorBrokerBoth

You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.

Exams
No exam information available for this advisor.