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Brian Pedey, Cpfa profile image

Brian Pedey, Cpfa

Vice President, Financial Advisor, Po... at <a class="not-italic font-text_font text-[18px] font-bold cursor-pointer text-link_color" target="_blank" href="/companies/d-a--davidson-%2526-co-">D.A. Davidson Companies</a>
Intro Book
CPFA financial advisor delivering investment strategies.
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Location
Spokane, Washington, United States, US
Skills
  • Financial Services
  • Investments
  • Retirement Planning
  • Valuation
  • Wealth Management
  • Show all
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Bio

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Brian Pedey, CPFA, is a seasoned financial services professional with 11+ years of experience in investments, retirement planning, and wealth management. He leads The Pedey Investment Management Group, designing comprehensive investment strategies for clients. With a strong educational background in Communications from Pacific Lutheran University, Brian has established himself as a trusted expert in the field.

Experience

  • D.A. Davidson Companies
    • United States
    • Financial Services
    • 700 & Above Employee
    • Vice President, Financial Advisor, Portfolio Manager
      • Nov 2023 - Present

    • Associate Vice President, Financial Advisor, Portfolio Manager
      • Dec 2022 - Present

    • Senior Financial Advisor, Portfolio Manager
      • Sep 2019 - Present

    • Vice President, Financial Advisor, Portfolio Manager
      • Jul 2013 - Present

      With over 25 years of combined investment experience, my team, The Pedey Investment Management Group aims to design comprehensive investment strategies built around the client's goals and objectives, risk tolerance, tax situation, economic conditions and opportunities in the marketplace, both domestic and international. In general, our long-term strategic goal is to invest in a way that will consistently follow the client's objectives, with flexibility to adapt and make tactical changes as the client's situation and/or economic/market conditions warrant. Our commitment to you is to implement and communicate comprehensive financial strategies clearly and effectively.

Education

  • 2005 - 2009
    Pacific Lutheran University

Suggested Services

This profile is unclaimed. These are suggested service rates with 0% commision upon successful connection

Industry Focus. “Financial Services”

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