John DoddCRD Number: 6108349
Current Firm: Clearpath Capital Partners LLC
John Dodd (CRD# 6108349) is an Investment Advisor Representative working at Clearpath Capital Partners LLC in San Francisco, CA and has over 6 years of experience in the finance industry.
Polaris Greystone Financial Group, LLC
Skyoak Wealth Management, Inc.
Blossom Wealth Management, LLC
|Mutual Advisors,llc||Casper, WY||Jan 2018 - Current||< 1|
|Clearpath Capital Partners LLC||San Francisco, CA||Mar 2012 - Jan 2018||5|
|Tout About Toys||Burlingame, CA||Feb 2011 - Feb 2012||1|
|Franklin Templeton Investments||San Mateo, CA||May 2011 - Oct 2011||< 1|
|Unemployed||Davis, CA||Jan 2011 - May 2011||< 1|
|Uc Davis||Davis, CA||Sep 2007 - Dec 2010||3|
|University Of California Agricultural Issues Center||Davis, CA||Jan 2009 - Jul 2009||< 1|
|Exam Code||Name||Passed Date|
|S65||NASAA Investment Advisors Law Examination||Mar 2012|
Total Assets Under Management261MILLIONS
Total Number of Accounts338ACCOUNTS
Average Account Value$772,291
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Performance-based fees
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles (other than investment companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
CA, VA, WA
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