Charles Dodd (CRD# 4772780) is an Investment Advisor Representative working at Esoteric Wealth Partners LLC in Edmond, OK and has over 20 years of experience in the finance industry.
CRD# 4245607
Edward Jones
CRD# 1545223
Leonard Investment Advisors Inc.
CRD# 4304267
Arvest Wealth Management
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Guidance Northwest Insurance, LLC | Lynnwood, WA | Oct 2017 - Current | 6 |
| Esoteric Wealth Partners LLC | Lynnwood, WA | Jan 2016 - Current | 8 |
| Doordash | Seattle, WA | Nov 2015 - Jan 2016 | < 1 |
| Mutual Of Omaha | Lynnwood, WA | Jun 2015 - Nov 2015 | < 1 |
| Autonation | Bellevue, WA | May 2013 - Jun 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Nov 2003 |
| S65 | NASAA Investment Advisors Law Examination | Dec 2015 |
- WA
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Total Assets Under Management13MILLIONS
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Total Number of Accounts89ACCOUNTS
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Average Account Value$146,076
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
WA
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