Dawn Pedicord (CRD# 3193741) is an Investment Advisor Representative working at Pedicord Wealth Management, LLC in Rocklin, CA and has over 25 years of experience in the finance industry. Dawn Pedicord 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# 2923073
Captrust
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Pedicord Wealth Management, LLC | Rocklin, CA | Aug 2021 - Current | 2 |
| Foord, Vanbruggen & Pajak Financial Services | Sacramento, CA | Mar 1999 - Dec 2021 | 22 |
| Lpl Financial, LLC | Sacramento, CA | Sep 2014 - Aug 2021 | 6 |
| Financial Telesis, Inc. | San Rafael, CA | Oct 2002 - Sep 2014 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Mar 1999 |
| S65 | NASAA Investment Advisors Law Examination | Aug 2000 |
- CA
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Total Assets Under Management81MILLIONS
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Total Number of Accounts175ACCOUNTS
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Average Account Value$460,586
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops
CA
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