Colby Dotson (CRD# 6784916) is an Investment Advisor Representative working at Boyd Wealth Management, LLC in Sacramento, CA and has over 5 years of experience in the finance industry. Colby Dotson 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# 2464546
Capital Planning Advisors LLC
CRD# 5156625
Dynamic Wealth Strategies, LLC
CRD# 6247916
Chimera Wealth
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Boyd Wealth Management, LLC | Sacramento, CA | Nov 2023 - Current | < 1 |
| Charles Schwab And Company, Inc. | Roseville, CA | Dec 2022 - Nov 2023 | < 1 |
| Charles Schwab & Company, Inc. | Roseville, CA | Apr 2022 - Nov 2023 | 1 |
| Charles Schwab | Roseville, CA | Oct 2021 - Nov 2023 | 2 |
| Td Ameritrade | Roseville, CA | Oct 2021 - Dec 2022 | 1 |
| Fidelity Investments | Roseville, CA | Jan 2019 - Oct 2021 | 2 |
| Fidelity Brokerage Services LLC | Roseville, CA | Jan 2019 - Sep 2021 | 2 |
| Brasserie Capitale | Sacramento, CA | Sep 2017 - Dec 2018 | 1 |
| Northwestern Mutual | Sacramento, CA | May 2017 - Sep 2017 | < 1 |
| Plan B Restaurant | Sacramento, CA | Sep 2016 - Sep 2017 | 1 |
| The Porch | Sacramento, CA | Sep 2015 - Sep 2016 | 1 |
| Kupros Craft House | Sacramento, CA | May 2016 - Aug 2016 | < 1 |
| Wild River Grille | Reno, NV | Aug 2013 - Aug 2015 | 2 |
| Wild River Grille | Reno, NV | Apr 2013 - Aug 2015 | 2 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2019 |
| S66 | NASAA Uniform Combined State Law Examination | Nov 2019 |
- CA
-
Total Assets Under Management306MILLIONS
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Total Number of Accounts457ACCOUNTS
-
Average Account Value$668,548
- 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
- Pension consulting services
CA, FL
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