Dustin
Hume

D.A. Davidson & Co

CRD#5337925
Investment Advisor
in Portland, OR
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About this Advisor

Dustin Hume is a certified financial planner working in Portland, Oregon, with a total of 11 years of professional experience. Hume is an advisor for D.A. Davidson & Co. Hume has gained experience at Ubs Financial Services Inc and D.A. Davidson & Co. Hume has a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to serve investors in Oregon. D.A. Davidson & Co is a financial advisory business headquartered in Portland, Oregon. The investment advisory business has offices in 67 locations and a total of 515 employees. It administers $15 billion in total assets between its 47,201 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The firm advises 582 charitable organizations. Of its 47,201 accounts, 18% are held by high-net-worth individuals who have at least $1 million in assets available to invest. The advisory firm provides a number of services, including financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services, selection of other advisers, publication of newsletters and educational seminars. Fees charged by financial advisors typically vary depending on which services are offered. However, fees billed by D.A. Davidson & Co can be comprised of asset-based, hourly, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Certified Financial Planner

Years of Experience

11 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

1300 Sw 5Th Avenue Suite 1950
Portland, OR 97201

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D.A. Davidson & Co Brokerage Details

Total Assets Under Management

$17,105,038,923

OR Average: $2,609,029,241
Total Number of Employees

630

OR Average: 66
Total Number of Accounts

53,308

OR Average: 6,076
Average Account Size

$320,872

OR Average: $429,399

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Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dustin Hume Work History

Dustin has 11 years of experience.

2012 - Present (7 years)

D.A. Davidson & Co

2007 - 2012 (5 years)

Ubs Financial Services Inc

Disclosures

Dustin Hume has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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