David DodsonCRD 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 19 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.
C.m.bidwell & Associates Ltd
Wall Street Financial Group, Inc.
Afam Capital, Inc.
|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|
Total Assets Under Management743MILLIONS
Total Number of Accounts3,725ACCOUNTS
Average Account Value$199,416
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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
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