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Arron Dieter
27 Years of Experience
Vancouver, WA
2 DisclosuresBroker
Arron Dieter is a registered investment advisor at D.A. Davidson & CO., based in Vancouver, WA, with 27 years of industry experience. Arron 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
500 Broadway, Suite 370, Vancouver, WA, 98660
Get directionsHistory
Regulatory History (2)
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Customer Dispute
September 2009Denied
Customer Dispute
May 2004Denied
Employment History
Current Registrations
D.A. Davidson & CO.
September 2018 - Present · 8 yrs
D.A. Davidson & CO.Broker
September 2018 - Present · 8 yrs
D.A. Davidson & CO.
September 2018 - Present · 8 yrs
Previous Registrations
Umpqua Investments, INC.Broker
December 2009 - September 2018 · 8 yrs 9 mos
Umpqua Investments, INC.
December 2009 - September 2018 · 8 yrs 9 mos
Primevest Financial Services, INC.
August 2003 - December 2009 · 6 yrs 4 mos
Primevest Financial Services, INC.Broker
July 2003 - December 2009 · 6 yrs 5 mos
Edward JonesBroker
June 2003 - June 2003 · 0 mos
Charles Schwab & CO., INC.Broker
April 1998 - June 2003 · 5 yrs 2 mos
State Registrations21 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.