Jonathan Dootson (CRD# 7208948) is an Investment Advisor Representative working at Davinci Financial Designs in Columbia, SC and has 1 year of experience in the finance industry.
CRD# 2105773
Janney Montgomery Scott LLC
CRD# 6152328
Independent Advisor Alliance, LLC
CRD# 2596320
Davinci Financial Designs
Company Name | Location | Dates | Years |
---|---|---|---|
Davinci Financial Designs | Columbia, SC | Apr 2023 - Current | 1 |
Lpl Financial | Columbia, SC | May 2021 - Current | 3 |
Northeast Oral And Maxillofacial Surgery Center | Columbia, SC | Aug 2012 - Current | 11 |
Davinci Financial Designs | Columbia, SC | Dec 2019 - Apr 2023 | 3 |
Clemson University | Clemson, SC | Aug 2018 - Dec 2021 | 3 |
Midlands Technical College | Columbia, SC | May 2018 - Aug 2018 | < 1 |
Tri-county Technical College | Columbia, SC | Aug 2017 - May 2018 | < 1 |
Cardinal Newman Catholic School | Columbia, SC | Aug 2010 - May 2017 | 6 |
Camp Gesher At The Jewish Community Center | Columbia, SC | May 2015 - Aug 2016 | 1 |
Exam Code | Name | Passed Date |
---|---|---|
S66 | NASAA Uniform Combined State Law Examination | Apr 2023 |
- SC
-
Total Assets Under Management247MILLIONS
-
Total Number of Accounts1,751ACCOUNTS
-
Average Account Value$141,004
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
CO, FL, GA, KY, LA, NC, NH, NY, OH, PA, SC, TX, VA
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