D.A. Davidson & Co
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About this Advisor
Brandon Curneen is a certified financial planner operating out of Seattle, Washington, with 13 years in the industry. Curneen works at D.A. Davidson & Co. During their career, Curneen has held roles at D.A. Davidson & Co, Citigroup Global Markets Inc, Morgan Stanley Smith Barney and Glacier Peak Capital. Curneen holds a Series 66 license, qualifying them as both a securities agent and an investment advisor representative, and is able to advise clients in Texas and Washington. D.A. Davidson & Co is a registered investment company that has its headquarters in Seattle, Washington. It has offices in 67 locations and a total of 515 employees. It oversees $15 billion in assets under management among its 47,201 customer accounts, placing it among the biggest firms in the nation by assets under management. The firm advises 582 charities and foundations. Of its 47,201 customer accounts, 18% are associated with high-net-worth individuals who have more than $1 million in investable assets. The business 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 usually depend on which services are offered. However, fee types billed by D.A. Davidson & Co most likely include asset-based, hourly, fixed, commission-based and performance-based fees.
Certifications and Registrations
Years of Experience
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D.A. Davidson & Co Brokerage Details
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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
Brandon Curneen Work History
Brandon has 13 years of experience.
D.A. Davidson & Co
Glacier Peak Capital
Morgan Stanley Smith Barney
Citigroup Global Markets Inc
Brandon Curneen has no disclosures.
Please visit their SEC profile for more details.