BZ
BZ

Brandon Zaro

19 Years of Experience
Walla Walla, WA
Broker

Brandon Zaro is a registered investment advisor at D.A. Davidson & CO., based in Walla Walla, WA, with 19 years of industry experience. Brandon 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

102 West Main Street, Suite 200, Walla Walla, WA, 99362

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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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Other Business Activities

Brandon works as a farm laborer for Ingham & Sons, Inc., a farming operation, since 2008. He dedicates a few hours per week to this non-investment related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
March 2017 - Present · 9 yrs 4 mos
D.A. Davidson & CO.Broker
March 2017 - Present · 9 yrs 4 mos
Previous Registrations
Raymond James Financial Services Advisors, INC
January 2009 - March 2017 · 8 yrs 2 mos
Raymond James Financial Services
September 2008 - January 2009 · 4 mos
Raymond James Financial Services, INC.Broker
July 2008 - March 2017 · 8 yrs 8 mos
Davis Distributors, LLCBroker
December 2006 - June 2008 · 1 yr 6 mos
State Registrations15 states
ARAZCACOCTFLIDINNCNYORPATNTXWA
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.
Brandon Zaro - Financial Advisor | TrueAdvisor