Brad Dobson (CRD# 5735900) is an Investment Advisor Representative working at Best Invest in San Antonio, TX and has over 13 years of experience in the finance industry. Brad Dobson 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# 3266677
Boynton Financial LLC
CRD# 2511275
S.b. Value Partners, LP
CRD# 5324995
Lpl Financial LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Best Invest | San Antonio, TX | Mar 2021 - Current | 3 |
| Best Invest | San Antonio, TX | Jul 2018 - Mar 2021 | 2 |
| Kercheville Advisors LLC | San Antonio, TX | Nov 2013 - Jul 2018 | 4 |
| Kercheville & Company | San Antonio, TX | Nov 2009 - Jul 2018 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | May 2010 |
| S66 | NASAA Uniform Combined State Law Examination | Sep 2013 |
- TX
-
Total Assets Under Management209MILLIONS
-
Total Number of Accounts1,276ACCOUNTS
-
Average Account Value$163,975
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CO, FL, NC, TX
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