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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brent? Claim Your ProfileBrent Shane Breshears is a financial advisor at D.a. Davidson & Co. Brent Shane Breshears has been working in the financial services industry since 1997. Brent Shane Breshears is registered with the state of Oregon as an investment advisor representative and with the state of Texas as an investment advisor representative. Brent Shane Breshears is also registered with FINRA. Brent Shane Breshears has a Series 7, Series 63, Series 65 and SIE licenses. Brent Shane Breshears works at the D.a. Davidson & Co. office in Lake Oswego, Oregon. D.a. Davidson & Co. is a firm based in Great Falls, Montana that has approximately 1,000 clients. D.a. Davidson & Co. has approximately $36 billion in assets under management.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
OR
10/04/2018 - Present
D.a. Davidson & Co. (LAKE OSWEGO OR)
OR
03/02/1998 - 11/30/2006
RBC DAIN RAUSCHER INC. (LAKE OSWEGO OR)
NA
05/28/1997 - 03/02/1998
DAIN RAUSCHER INCORPORATED
IA
Issued 02/25/1998
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 06/12/1997
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 05/27/1997
Series 7 - General Securities Representative Examination
Active
Inactive
F
FINRA
N
Nasdaq Stock Market
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