David Dodd (CRD# 6833370) is an Investment Advisor Representative working at The Other 90 Financial, LLC in Mount Vernon, IN and has over 5 years of experience in the finance industry. David Dodd 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# 6593282
Edward Jones
CRD# 6766180
Ameriprise Financial Services, LLC
CRD# 6283465
Donaldson Capital Management LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| The Other 90 Financial, LLC | Mount Vernon, IN | Oct 2022 - Current | 1 |
| Mount Vernon Indiana City Councilman For District 1 | Mount Vernon, IN | Jan 2020 - Current | 4 |
| Inspire Advisors, LLC | Mount Vernon, IN | Jun 2020 - Dec 2022 | 2 |
| First Love Boutique, LLC | Mount Vernon, IN | Apr 2017 - Jun 2022 | 5 |
| Edward Jones | St Louis, MO | Dec 2018 - Jun 2020 | 1 |
| Edward Jones | St. Louis, MO | Aug 2017 - Dec 2018 | 1 |
| G4s | Mount Vernon, IN | May 2016 - Aug 2017 | 1 |
| Universal Protective Services | Mount Vernon, IN | Feb 2016 - May 2016 | < 1 |
| Abm Industries | Mount Vernon, IN | Jan 2015 - Feb 2016 | 1 |
| Southeastern Illinois College | Harrisburg, IL | Nov 2014 - Jun 2015 | < 1 |
| Subway | Eldorado, IL | Feb 2014 - Jun 2015 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2019 |
- IL
- IN
-
Total Assets Under Management2MILLIONS
-
Total Number of Accounts33ACCOUNTS
-
Average Account Value$71,333
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
IL, IN
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