Robert Dahl (CRD# 7133164) is an Investment Advisor Representative working at Gradient Wealth Management in Peachtree City, GA and has over 4 years of experience in the finance industry.
CRD# 4194526
Synovus Securities, Inc.
CRD# 5694281
Truist Advisory Services, Inc.
CRD# 4148297
Edward Jones
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Gradient Securities, LLC | Arden Hills, MN | Jul 2020 - Current | 3 |
| Prime Financial Strategies, LLC | Peachtree City, GA | Jul 2020 - Current | 3 |
| Prime Financial Solutions, LLC | Peachtree City, GA | Mar 2020 - Current | 4 |
| Prime Tax And Accounting Services LLC | Peachtree City, GA | Aug 2018 - Current | 5 |
| Cougar Properties LLC | Peachtree City, GA | Jan 2014 - Current | 10 |
| Ultra-homes LLC | Peachtree City, GA | May 2011 - Current | 13 |
| Avantax Investment Services Inc. | Peachtree City, GA | Jun 2019 - Jul 2020 | 1 |
| Suntrust Bank | Atlanta, GA | May 2013 - Dec 2017 | 4 |
| Resource Global Professionals | Atlanta, GA | Feb 2013 - Nov 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2019 |
- GA
- MI
- VA
-
Total Assets Under Management475MILLIONS
-
Total Number of Accounts6,625ACCOUNTS
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Average Account Value$71,724
- 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
- Pension consulting services
- 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, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
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