Charles Dawkins, financial advisor Lewisville TX

Charles Dawkins

CRD Number: 6546940
Current Firm: Advice And Planning Services

Charles Dawkins (CRD# 6546940) is an Investment Advisor Representative working at Advice And Planning Services in Lewisville, TX and has over 6 years of experience in the finance industry.

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Company Name Location Dates Years
Tiaa Lewisville, TX Aug 2018 - Current 3
Tiaa-cref Individual & Institutional Services, LLC Lewisville, TX Aug 2018 - Current 3
Fidelity Personal And Workplace Advisors Westlake, TX Jul 2018 - Aug 2018 < 1
Fidelity Brokerage Services LLC Westlake, TX Aug 2015 - Aug 2018 3
Fidelity Investments Westlake, TX Apr 2015 - Aug 2018 3
Strategic Advisers LLC Westlake, TX Dec 2016 - Jul 2018 1
Forester's Insurance Fort Worth, TX Apr 2014 - Mar 2018 3
Arlington Presbyterian Church Arlington, TX Feb 2009 - Dec 2015 6
Consumer Benefits Group Fort Worth, TX Aug 2014 - Apr 2015 < 1
Chick Fil A Cedar Hill, TX Jun 2012 - Jan 2014 1
Potbelly Sandwich Arlington, TX Mar 2012 - Dec 2012 < 1
United Real Estate Dallas, TX Jan 2012 - Mar 2012 < 1
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Nov 2015
Contact Info for Charles D. Dawkins
Phone Number: 212-490-9000
Registered State(s):
  • AL
  • CT
  • DE
  • LA
  • MD
  • NE
  • NJ
  • TX
  • WA
By the Numbers
  • Total Assets Under Management
    36,394
    MILLIONS
  • Total Number of Accounts
    78,786
    ACCOUNTS
  • Average Account Value
    $461,934
Compensation Options
  • A percentage of assets under your management
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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, WY

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