Sean Dobson (CRD# 2009497) is an Investment Advisor Representative working at Amherst Advisory & Management LLC in Austin, TX and has over 34 years of experience in the finance industry.
CRD# 4431657
Pbl Wealth Management
CRD# 5872877
Orchard Financial
CRD# 2827672
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Amherst Holdings LLC | Austin, TX | Oct 2014 - Current | 9 |
| Amherst Securities Group, LP | Austin, TX | Nov 2000 - Oct 2014 | 13 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Dec 1989 |
- TX
-
Total Assets Under Management419MILLIONS
-
Total Number of Accounts3ACCOUNTS
-
Average Account Value$139,592,019
- A percentage of assets under your management
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
TX
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