Samuel Dodson (CRD# 2525762) is an Investment Advisor Representative working at Signature Financial Advisors in Houston, TX and has over 29 years of experience in the finance industry.
CRD# 2390431
The Goff Financial Group
CRD# 2687188
Hightower Advisors, LLC
CRD# 5462249
Nxt:gen Financial Planning
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Signature Fa, LLC | Houston, TX | Jun 2016 - Current | 7 |
| Ostrow Financial Group | Houston, TX | Jun 2003 - Dec 2016 | 13 |
| H. Beck, Inc. | Rockville, MD | Feb 2002 - Dec 2016 | 14 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Aug 1994 |
| S65 | NASAA Investment Advisors Law Examination | Jul 1999 |
- TX
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Total Assets Under Management61MILLIONS
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Total Number of Accounts198ACCOUNTS
-
Average Account Value$306,426
- 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
- Selection of other advisers (including private fund managers)
- Publication of periodicals or newsletters
- Educational seminars/workshops
TX
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