Wayne Dodds, financial advisor Findlay OH
93 score

Wayne Dodds

CRD Number: 1877713
Current Firm: Raymond James Financial Services Advisors, Inc.

Wayne Dodds (CRD# 1877713) is an Investment Advisor Representative working at Raymond James Financial Services Advisors, Inc. in Findlay, OH and has over 28 years of experience in the finance industry.

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Company Name Location Dates Years
Judson Palmer Home Findlay, OH Jun 2014 - Current 2
Raymond James Financial Services Advisors, Inc. Findlay, OH Jan 2009 - Current 7
Dodds&assoc. Investment Servicesinc Findlay, OH Jun 2006 - Current 10
Raymond James Financial Services Findlay, OH Jan 2005 - Current 11
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Oct 1988
S65 NASAA Investment Advisors Law Examination Jun 1996
Contact Info for Wayne E. Dodds
Phone Number: 727-567-5877
Registered State(s):
  • OH
By the Numbers
  • Total Assets Under Management
    64,210
    MILLIONS
  • Total Number of Accounts
    224,839
    ACCOUNTS
  • Average Account Value
    $285,581
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • 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
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
  • Other
Types of Clients
Registered States

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, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

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BADGES
93
Clean Record
This advisor has a clean track record with regulators.

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