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Brandon Doyle Brown

Advisor at D.A. DAVIDSON & Co. — Tecumesh, MO

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Credentials

Series 65, Series 66

Experience

27 years

Location

Tecumesh, MO

D.A. DAVIDSON & Co. logo

D.A. DAVIDSON & Co.

Enterprise

Total advisors

693

Across 164 offices

Clients per advisor

98 High

Avg AUM per client

$552,040 Typical

HNW client ratio

27% High

About

Brandon Brown is a financial advisor at D.A. Davidson & Co. with 27 years of industry experience. He holds Series 65 and Series 66 licenses and previously worked at Merrill for 20 years before joining D.A. Davidson in 2018. Outside of his advisory role, he manages ranch operations through a real estate holding company. D.A. Davidson & Co. provides investment advisory and brokerage services to a diverse client base, including retirement plans, individual investors, charitable organizations, and corporate clients. The firm offers ERISA-compliant retirement plan advisories, financial planning, equity research, and a private wealth program for high-net-worth clients.

Client services

Based on D.A. DAVIDSON & Co.

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops

Expertise

Based on D.A. DAVIDSON & Co.

Wealth management Retirement income strategy

Occupation focus

Based on D.A. DAVIDSON & Co.

Founder/Business Owner Executive

Demographic focus

Based on D.A. DAVIDSON & Co.

HENRY (High Earners, Not Rich Yet) Established Professionals

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Fee options

Commissions

Brokerage services include commissions; Financial Advisors receive a percentage of production (25%-51%) based on revenue generated including commissions and fees.

Other

Account minimum: $20,000,000 Fee-only: Financial Planning Services fees are negotiable and generally range from $1,500 to $15,000 or more depending on complexity and nature of services.

Location

See office

Tecumesh, MO

Tecumesh MO

Advisors at this office

1

Most active in

Colorado · Missouri · Texas

Work history

27 years of industry experience

D.A. Davidson & Co.

2018 - Present • 8 years

Colorado Springs, CO

Merrill

1998 - 2018 • 20 years

Colorado Springs, CO

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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