Dustin Dodge, financial advisor Henrico VA
93 score

Dustin Dodge

CRD Number: 5316624
Current Firm: Edelman Financial Services, LLC

Dustin Dodge (CRD# 5316624) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Henrico, VA and has over 7 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Henrico, VA Apr 2016 - Current < 1
Edelman Financial Services LLC Fairfax, VA Feb 2013 - Current 3
Sanders Morris Harris Inc. Houston, TX Feb 2013 - Apr 2016 3
Unemployed Richmond, VA Oct 2012 - Feb 2013 < 1
Lpl Finanacial Herndon, VA Sep 2008 - Oct 2012 4
Northwest Financial LLC Herndon, VA Mar 2007 - Oct 2012 5
Rio Grande Cafe Fairfax, VA Apr 2003 - Sep 2008 5
Northwest Federal Credit Union Herndon, VA Dec 2006 - Mar 2007 < 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Feb 2009
S65 NASAA Investment Advisors Law Examination Apr 2011
Contact Info for Dustin H. Dodge
Phone Number: 703-818-0800
Registered State(s):
  • VA
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • 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
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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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