DH
CFP
DH
CFP

Dustin Hume

19 Years of Experience
Lake Oswego, OR
Broker

Dustin Hume is a CFP-designated registered investment advisor at D.A. Davidson & CO., based in Lake Oswego, OR, with 19 years of industry experience. Dustin is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Business Owners, Corporate Executives, Estate Planning, Financial Planning & Coaching, and 4 more. Their firm serves 70,118 clients with $42B in assets under management.

Compensation
Fee-Only (% of Portfolio)Fixed/Hourly
Firm Size
694 advisors
IM Fee
Planning only
Assets Under Management
$41.8B

Fee Structure

Minimum Investment:None
Investment management only (planning not offered)
  • Financial planning services — generally ranges from $1,500 to $15,000 or more depending on the complexity of the client's financial circumstances and local market considerations.
One-Time Plan:$1,500 - $15,000
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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.
March 2012 - Present · 14 yrs 7 mos
D.A. Davidson & CO.Broker
March 2012 - Present · 14 yrs 7 mos
Previous Registrations
UBS Financial Services INC.
December 2007 - March 2012 · 4 yrs 3 mos
UBS Financial Services INC.Broker
September 2007 - March 2012 · 4 yrs 6 mos
State Registrations32 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.
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