Treavor Dodsworth (CRD# 6586733) is an Investment Advisor Representative working at Sycomore Financial in Anderson, IN and has over 8 years of experience in the finance industry. Treavor Dodsworth has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
CRD# 5202152
Merrill Lynch, Pierce, Fenner & Smith Incorporated
CRD# 6394717
Sanctuary Advisors, LLC
CRD# 1660255
Park Avenue Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Elpiscial LLC | Fishers, IN | Dec 2018 - Current | 5 |
| Sycomore Financial LLC | Fishers, IN | Jan 2017 - Current | 7 |
| Uber | Fishers, IN | Apr 2019 - Jun 2019 | < 1 |
| N/a | Fishers, IN | Apr 2018 - Apr 2019 | 1 |
| Uber | Lansing / East Lansing, MI | Jun 2018 - Sep 2018 | < 1 |
| Dodsworth Farms | Wray, CO | Jul 2018 - Jul 2018 | < 1 |
| Premier Accounting Services LLC | Wray, CO | Feb 2018 - Apr 2018 | < 1 |
| Northwest Financial Services, Inc. | Indianapolis, IN | Jul 2014 - Dec 2016 | 2 |
| Unemployed | Richmond, IN | May 2014 - Jun 2014 | < 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- IN
- OH
-
Total Assets Under Management7MILLIONS
-
Total Number of Accounts150ACCOUNTS
-
Average Account Value$45,346
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
IN, OH
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