Peter Dotson (CRD# 5483835) is an Investment Advisor Representative working at Bcd Advisors in Livonia, MI and has over 15 years of experience in the finance industry.
CRD# 4661126
Lpl Financial LLC
CRD# 4511557
Savant Wealth Management
CRD# 4713729
Bernard Wealth Management Corp.
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gibbs Wealth Management, LLC | Livonia, MI | May 2022 - Current | 1 |
| Bcd Advisors | Livonia, MI | Aug 2019 - Current | 4 |
| Fusion Capital Management | Dallas, TX | Jan 2019 - Current | 5 |
| Foresters Equity Services, Inc. | San Diego, CA | Jul 2015 - Jan 2019 | 3 |
| Retirement Resources, LLC | Flint, MI | May 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2011 |
| S66 | NASAA Uniform Combined State Law Examination | Jun 2008 |
-
Total Assets Under Management35MILLIONS
-
Total Number of Accounts364ACCOUNTS
-
Average Account Value$96,155
- 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)
- Publication of periodicals or newsletters
CA, IL, MI, MO, MS, NC, OH, TX
About Wealthminder
Wealthminder was created for one simple reason: To help people get the financial assistance they need to achieve their long-term financial goals.
Wealthminder is a database derived from SEC.gov data covering every Investment Advisor Representative in the country. We work hard to collect and provide you the information you need to find a financial advisor who’s right for you.
Finding a Financial Advisor through Wealthminder
Historically finding and hiring a financial advisor was hard. Wealthminder was built to make the process much easier.
The best way to use Wealthminder is to take advantage of our free proposal system. All you have to do is take a few minutes of your time to describe your situation and the assistance you are looking for.
Wealthminder then sends your request to our network of prescreened financial advisors. If a financial advisor is interested in your business, they will submit a proposal to you.
You review the proposals you receive and decide if you’d like to have a follow-up call with one or more of the financial advisors.
Throughout the process, you maintain control. We only share your contact information with a financial advisor once you ask for an introduction.