John Dollar (CRD# 7119879) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Guntersville, AL and has over 4 years of experience in the finance industry.
CRD# 1938689
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6386557
Lpl Financial LLC
CRD# 4666854
Lincoln Financial Securities Corporation
Company Name | Location | Dates | Years |
---|---|---|---|
Team Wealth Solutions | Guntersville, AL | Feb 2024 - Current | < 1 |
Raymond James Financial Services, Inc. | Guntersville, AL | Feb 2024 - Current | < 1 |
Raymond James Financial Services Advisors, Inc. | Guntersville, AL | Feb 2024 - Current | < 1 |
Edward Jones | St Louis, MO | Jun 2019 - Feb 2024 | 4 |
Science And Engineering Services | Huntsville, AL | Mar 2018 - May 2019 | 1 |
Jacksonville State University | Jacksonville, AL | Aug 2014 - Feb 2018 | 3 |
Science And Engineering Services | Huntsville, AL | May 2017 - Jul 2017 | < 1 |
Guntersville Board Of Education | Guntersville, AL | May 2015 - Jul 2016 | 1 |
Guntersville Middle School | Guntersville, AL | Aug 2008 - Jul 2014 | 5 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Oct 2019 |
- AL
- TX
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Total Assets Under Management275,430MILLIONS
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Total Number of Accounts985,117ACCOUNTS
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Average Account Value$279,591
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Commissions
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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