Kendra DobbsCRD Number: 5044239
Current Firm: D.a. Davidson & Company
Kendra Dobbs (CRD# 5044239) is an Investment Advisor Representative working at D.a. Davidson & Company in Burlington, WA and has over 14 years of experience in the finance industry.
Wyatt Wealth Management
J.p. Morgan Securities LLC
Saturna Capital Corporation
|D.a. Davidson & Company||Burlington, WA||Apr 2009 - Current||12|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Oct 2007|
Total Assets Under Management20,661MILLIONS
Total Number of Accounts62,436ACCOUNTS
Average Account Value$330,909
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based 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
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
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, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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