John Dowdall, financial advisor Fulshear TX

John Dowdall

CRD Number: 3183423
Current Firm: Planmember Securities Corporation

John Dowdall (CRD# 3183423) is an Investment Advisor Representative working at Planmember Securities Corporation in Fulshear, TX and has over 24 years of experience in the finance industry.

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Company Name Location Dates Years
Elite Plus Financial & Retirement Services Richmond, TX Aug 2018 - Current 5
Metropolitan Life Insurance Company Humble, TX Jan 1999 - Current 25
College Funding Solutions Fulshear, TX Mar 2017 - Jul 2020 3
Texas Infinite Wealth Planners Fulshear, TX Oct 2014 - Aug 2018 3
Executive Finance Management Richmond, TX Aug 2008 - Oct 2014 6
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 1999
Disclosure Information

Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, financial matters, and other matters required to be disclosed in which the advisor has been involved.

Get Details on the FINRA Advisor Check site
Contact Info for John N. Dowdall
Phone Number: 805-684-1199
Registered State(s):
  • TX
By the Numbers
  • Total Assets Under Management
    7,530
    MILLIONS
  • Total Number of Accounts
    67,968
    ACCOUNTS
  • Average Account Value
    $110,789
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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, VT, WA, WI, WV, WY

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