Umpqua Investments, Inc
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About this Advisor
David Budd is a certified financial planner based out of Portland, Oregon, who has been in the industry for 14 years. Budd works at Umpqua Investments, Inc. Over the course of their career, Budd has held roles at Wells Fargo Advisors, LLC, Wells Fargo Investment, Wells Fargo Bank, Sea Life Differently, Ims Capital Managament, Inc, Bank Of The West, Bancwest Investment Services, Umpqua Bank and Umpqua Investments. Budd holds a Series 66 license, which qualifies them as both a securities agent and an investment advisor representative, and can work in Oregon and Washington. Umpqua Investments, Inc is a company that has its headquarters in Portland, Oregon. The firm has offices in 17 locations and a total of 57 advisors. It administers $720 million in total assets across its 2,332 customer accounts, placing it among the larger investment advisory firms in the United States by assets under management. The firm provides services to 12 charitable organizations. Of its 2,332 client accounts, just 5% belong to high-net-worth clients who have at least $1 million in assets available to invest. Umpqua Investments, Inc provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients and selection of other advisers. Financial advisory fees largely depend on the type of financial services provided. However, fees charged by Umpqua Investments, Inc typically consist of asset-based fees.
Certifications and Registrations
Years of Experience
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Umpqua Investments, Inc Brokerage Details
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Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
David Budd Work History
David has 14 years of experience.
Bank Of The West
Bancwest Investment Services
Wells Fargo Advisors, LLC
Ims Capital Managament, Inc
Wells Fargo Investment
Wells Fargo Bank
Sea Life Differently
David Budd has no disclosures.
Please visit their SEC profile for more details.