BP
BP

Brian Pedey

12 Years of Experience
Spokane, WA
Broker

Brian Pedey is a registered investment advisor at D.A. Davidson & CO., based in Spokane, WA, with 12 years of industry experience. Brian 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

601 W. Main Ave, Suite 1300, Spokane, WA, 99201

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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

Brian owns farmland on his primary residence in Spangle, WA, where he farms alfalfa or barley. He dedicates minimal time to this investment-related activity.

Employment History
Current Registrations
D.A. Davidson & CO.
November 2013 - Present · 12 yrs 6 mos
D.A. Davidson & CO.Broker
August 2013 - Present · 12 yrs 9 mos
State Registrations36 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.