Gavin Dollison (CRD# 7386767) is an Investment Advisor Representative working at Merrill Lynch, Pierce, Fenner & Smith Incorporated in Queen Creek, AZ and has over 3 years of experience in the finance industry.
CRD# 2794155
Aegis Wealth Partners, LLC
CRD# 4091287
Atlas Lifestyle Planning Group LLC
CRD# 5338348
Primerica Advisors
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Bank Of America, N.a. | Mesa, AZ | Jul 2021 - Current | 2 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mesa, AZ | Jun 2021 - Current | 2 |
| Bank Of America | Mesa, AZ | Feb 2017 - Jun 2021 | 4 |
| Dairy Queen | Mesa, AZ | Aug 2016 - Dec 2016 | < 1 |
| Unemployed | Mesa, AZ | Dec 2015 - Sep 2016 | < 1 |
| Great Call | Escondido, CA | Nov 2015 - Dec 2015 | < 1 |
| Allegis | Mission Viejo, CA | Nov 2015 - Dec 2015 | < 1 |
| Unemployed | Escondido, CA | Jul 2015 - Nov 2015 | < 1 |
| Bank Of America | Mesa, AZ | Nov 2014 - Jul 2015 | < 1 |
| Mcdonalds | Gilbert, AZ | Aug 2013 - Nov 2014 | 1 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Dec 2020 |
- CA
- TX
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Total Assets Under Management1,271,594MILLIONS
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Total Number of Accounts2,911,578ACCOUNTS
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Average Account Value$436,737
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Commissions
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Pension consulting services
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
- Other
AK, AL, AR, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, PA, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY
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