Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Dustin? Claim Your ProfileDustin Loyal Brumbaugh is a financial advisor with over 15 years of experience in the industry. Dustin has worked for several firms, including D.A. Davidson & Co., EK Riley Investments, LLC, Wells Fargo Advisors, LLC, and Wells Fargo Investments, LLC. Dustin is currently registered as an investment advisor representative in Texas and Washington. Dustin is also a Chartered Financial Analyst (CFA). Dustin currently works at Tschetter Group, a firm that offers financial planning, pension consulting, and portfolio management services.
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.
Helps you choose top advisors aligned with your financial goals.
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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WA
05/01/2019 - Present
Tschetter Group (BELLEVUE WA)
WA
08/01/2012 - 10/08/2017
D.A. DAVIDSON & CO. (BELLEVUE WA)
WA
04/01/2011 - 06/29/2012
EK RILEY INVESTMENTS, LLC (SEATTLE WA)
WA
01/03/2011 - 01/24/2011
WELLS FARGO ADVISORS, LLC (SEATTLE WA)
WA
09/27/2001 - 01/03/2011
WELLS FARGO INVESTMENTS, LLC (SEATTLE WA)
IA
Issued 10/01/2015
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/16/2012
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 04/04/2008
Series 24 - General Securities Principal Examination
BC
Issued 10/08/2017
SIE - Securities Industry Essentials Examination
BC
Issued 02/18/2005
Series 87 - Research Analyst Exam - Part II Regulations Module
BC
Issued 09/26/2001
Series 7 - General Securities Representative Examination
Active
Inactive
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