Brennen Ramos is a registered investment advisor at D.A. Davidson & CO., based in Newport Beach, CA, with 1 years of industry experience. Brennen 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
Firm Size
IM Fee
Assets Under Management
Fee Structure
Detailed fee information is not available for this advisor. View their full brochure on SEC.gov for fee details.
Location
680 Newport Center Drive, Suite 230, Newport Beach, CA, 92660
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
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Brennen is the Vice President and a board member of Q Star Consulting, a family-owned accounting consulting company, since January 2016. This honorary position requires minimal time.
Employment History
Current Registrations
D.A. Davidson & CO.
D.A. Davidson & CO.Broker
State Registrations34 states
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