Brian Donne (CRD# 5067947) is an Investment Advisor Representative working at Vantage Wealth Management LLC in Corvallis, OR and has over 18 years of experience in the finance industry.
CRD# 2795104
True Private Wealth Advisors, LLC
CRD# 5619235
Raymond James Financial Services Advisors, Inc.
CRD# 2948151
Spectrum Strategic Capital Management, LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Vantage Wealth Management LLC | Corvallis, OR | Jan 2023 - Current | 1 |
| Vantage Wealth Management LLC | Corvallis, OR | Dec 2022 - Current | 1 |
| Country Insurance & Financial Services | Beaverton, OR | Feb 2003 - Jan 2023 | 19 |
| Brian Donne Insurance Agency LLC | Corvallis, OR | Oct 2006 - Dec 2022 | 16 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Jan 2023 |
| S63 | Uniform Securities State Law Examination | Mar 2006 |
- OR
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Total Assets Under Management15MILLIONS
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Total Number of Accounts114ACCOUNTS
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Average Account Value$131,580
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Other
OR
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