Dallas WatsonCRD Number: 6399853
Current Firm: Fidelity Personal And Workplace Advisors
Dallas Watson (CRD# 6399853) is an Investment Advisor Representative working at Fidelity Personal And Workplace Advisors in Roseville, CA and has over 7 years of experience in the finance industry.
Dynamic Wealth Strategies, LLC
Charles Schwab & Company, Inc.
|Fidelity Investments||Roseville, CA||Jun 2020 - Current||1|
|Bank Of America, N.a.||Carmichael, CA||Oct 2016 - Jun 2020||3|
|Merrill Lynch, Pierce, Fenner & Smith Incorporated||Carmichael, CA||Oct 2016 - Jun 2020||3|
|Orange Properties||Rohnert Park, CA||Jul 2016 - Oct 2016||< 1|
|Uber||Rohnert Park, CA||Jun 2016 - Oct 2016||< 1|
|Rutherford Hill Winery||Rutherford, CA||May 2016 - Sep 2016||< 1|
|Family First Life||Rohnert Park, CA||Oct 2015 - Feb 2016||< 1|
|Edward Jones||St Louis, MO||Oct 2014 - Oct 2015||1|
|North Shore Land Trust||Lowerlake, CA||Aug 2009 - Sep 2014||5|
|Combined Insurance||Sacramento, CA||Jul 2014 - Aug 2014||< 1|
|Veteran Service Office||Ukiah, CA||Sep 2009 - Dec 2013||4|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jan 2015|
Total Assets Under Management566,242MILLIONS
Total Number of Accounts1,216,586ACCOUNTS
Average Account Value$465,435
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
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, VT, WA, WI, WV, WY
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