Robert Dodson (CRD# 6594056) is an Investment Advisor Representative working at Alba Financial LLC in Council Bluffs, IA and has over 8 years of experience in the finance industry.
CRD# 6243132
Edward Jones
CRD# 5297231
Charles Schwab & Company, Inc.
CRD# 6157826
Principal Advised Services
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Fbl Financial Group | West Des Moines, IA | Aug 2023 - Current | < 1 |
| Fbl Marketing Services | West Des Moines, IA | Jun 2020 - Current | 3 |
| Fbl Financial Group | West Des Moines, IA | Jan 2022 - Aug 2023 | 1 |
| Fbl Financial Group | West Des Moines, IA | Jun 2020 - Jan 2022 | 1 |
| Minnesota Life Insurance Company | St. Paul, MN | Sep 2019 - May 2020 | < 1 |
| Securian Financial Services Inc. | St. Paul, MN | Sep 2019 - May 2020 | < 1 |
| Heritage Financial Services | Omaha, NE | Sep 2019 - May 2020 | < 1 |
| Edward Jones | St Louis, MO | Dec 2016 - Aug 2019 | 2 |
| Unemployed | Council Bluffs, IA | Sep 2016 - Dec 2016 | < 1 |
| Foresters Financial Services | Ralston, NE | Dec 2015 - Sep 2016 | < 1 |
| Catering Creations | Omaha, NE | Oct 2015 - Oct 2015 | < 1 |
| Unemployed | Omaha, NE | Apr 2015 - Oct 2015 | < 1 |
| Wright Hassall Solicitors LLP | Leamington Spa, | Sep 2014 - Apr 2015 | < 1 |
| Unemployed | Martham, | Dec 2013 - Sep 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 2016 |
| S66 | NASAA Uniform Combined State Law Examination | Apr 2017 |
- IA
-
Total Assets Under Management3MILLIONS
-
Total Number of Accounts23ACCOUNTS
-
Average Account Value$144,141
- 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 businesses (other than small businesses) or institutional clients
- Pension consulting services
- Publication of periodicals or newsletters
- Educational seminars/workshops
IA
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