Charles DawkinsCRD 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.
Hedgefield Wealth Management
Cravens Brothers Private Wealth Management LLC
Patton Wealth Advisors
|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|
Total Assets Under Management36,394MILLIONS
Total Number of Accounts78,786ACCOUNTS
Average Account Value$461,934
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
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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