Dawn DoeblerCRD Number: 5063322
Current Firm: The Colony Group, LLC
Dawn Doebler (CRD# 5063322) is an Investment Advisor Representative working at The Colony Group, LLC in Bethesda, MD and has over 15 years of experience in the finance industry. Dawn Doebler 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.
David Wealth Management, LLC
Capital One Investing, Inc.
Equitable Advisors, LLC
|The Colony Group, LLC||Boston, MA||Jan 2018 - Current||3|
|Bridgewater Wealth & Financial Management, LLC||Bethesda, MD||May 2016 - Dec 2017||1|
|Madison Wealth Management||Cincinnati, OH||Sep 2013 - May 2016||2|
|Ferguson Asset Management||Potomac, MD||Jan 2013 - Aug 2013||< 1|
|Dacq Management||Darnestown, MD||Apr 2010 - Dec 2012||2|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2006|
Total Assets Under Management13,054MILLIONS
Total Number of Accounts14,045ACCOUNTS
Average Account Value$929,444
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
AL, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IL, IN, KY, LA, MA, MD, ME, MI, MN, MO, NC, NE, NH, NJ, NV, NY, OH, OR, PA, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV, WY
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