Anna Dawson, financial advisor Oak Brook IL
88 score

Anna Dawson

CRD Number: 6364025
Current Firm: Edelman Financial Services, LLC

Anna Dawson (CRD# 6364025) is an Investment Advisor Representative working at Edelman Financial Services, LLC in Oak Brook, IL and has over 2 years of experience in the finance industry.

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Company Name Location Dates Years
Ef Legacy Securities, LLC Oak Brook, IL Apr 2016 - Current < 1
Edelman Financial Services, LLC Fairfax, VA Jun 2014 - Current 2
Sanders Morris Harris LLC Houston, TX Jun 2014 - Apr 2016 1
Wheaton College Wheaton, IL Jun 2011 - Jun 2014 3
Dave Smith & Associates Oswego, IL Jul 2009 - Jun 2011 1
State Farm Janna Misek Oswego, IL Sep 2005 - Jul 2009 3
Sophia Forero Designs Naperville, IL Oct 2003 - Sep 2006 2
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2014
S65 NASAA Investment Advisors Law Examination Jul 2014
Contact Info for Anna E. Dawson
Phone Number: 703-818-0800
Registered State(s):
  • IL
By the Numbers
  • Total Assets Under Management
    14,880
    MILLIONS
  • Total Number of Accounts
    69,807
    ACCOUNTS
  • Average Account Value
    $213,159
Compensation Options
  • A percentage of assets under your management
  • Subscription fees (for a newsletter or periodical)
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops
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

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BADGES
88
Clean Record
This advisor has a clean track record with regulators.

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