Richard DolsonCRD Number: 5297533
Current Firm: Nisa Investment Advisors, LLC
Richard Dolson (CRD# 5297533) is an Investment Advisor Representative working at Nisa Investment Advisors, LLC in Saint Louis, MO and has over 12 years of experience in the finance industry.
Carsonallaria Wealth Management, Ltd.
Financial Planning Associates, Inc.
Cutter & Company, Inc.
|Nisa Investment Advisors, LLC||St. Louis, MO||May 1999 - Current||19|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Oct 2005|
Total Assets Under Management141,352MILLIONS
Total Number of Accounts666ACCOUNTS
Average Account Value$212,240,420
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
- Performance-based fees
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
CA, CT, IL, MO, NY, PA, TX, WI