David Dodson, financial advisor Austin TX
96 score

David Dodson

CRD Number: 3167369
Current Firm: Bb&t Investment Services, Inc.

David Dodson (CRD# 3167369) is an Investment Advisor Representative working at Bb&t Investment Services, Inc. in Austin, TX and has over 17 years of experience in the finance industry. David Dodson has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Similar Advisors
Brett Bidwell, financial advisor Austin TX
Brett C. Bidwell
CRD# 4349024
C.m.bidwell & Associates Ltd
Score
107
Similar Advisors
Spencer Corzine, financial advisor Austin TX
Spencer M. Corzine
CRD# 2940880
Wall Street Financial Group, Inc.
Score
103
Similar Advisors
Christopher Creed, financial advisor Austin TX
Christopher D. Creed
CRD# 2504698
Afam Capital, Inc.
Score
103
Professional Designations
Company Name Location Dates Years
Bb&t Investment Services, Inc. Austin, TX Jun 2016 - Current < 1
Bb&t Bank Austin, TX Jun 2016 - Current < 1
Salem Partners Wealth Management Los Angeles, CA Dec 2006 - May 2016 9
Essential Advisers, Inc. Denver, CO Jan 2002 - Nov 2006 4
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 1999
S65 NASAA Investment Advisors Law Examination Jun 1999
Contact Info for David A. Dodson
Phone Number: 704-954-1364
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    743
    MILLIONS
  • Total Number of Accounts
    3,725
    ACCOUNTS
  • Average Account Value
    $199,416
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DC, DE, FL, GA, IA, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, NH, NJ, NM, NV, NY, OH, PA, RI, SC, TN, TX, UT, VA, VT, WV

Ready to hire a financial advisor? Get competitive proposals from David Dodson and other advisors.
BADGES
96
Clean Record
This advisor has a clean track record with regulators.

About Wealthminder

Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.

Wealthminder is a database of every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.

If you are looking for a specific financial advisor and you can’t find them on Wealthminder, it’s likely that they are either exclusively a broker or are unlicensed - please contact us and we’ll try to help!

Finding a Financial Advisor through Wealthminder

Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.

The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.

Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.

You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.

Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.