Stephen DolgosCRD Number: 4521038
Current Firm: Edward Jones
Stephen Dolgos (CRD# 4521038) is an Investment Advisor Representative working at Edward Jones in Tempe, AZ and has over 16 years of experience in the finance industry.
Householder Group Estate & Retirement Specialists
Woodbury Financial Services, Inc.
Barnes Investment Advisory Inc.
|Edward Jones||Tempe, AZ||Feb 2015 - Current||3|
|Usaa Financial Advisors, Inc.||Phoenix, AZ||Jun 2006 - Feb 2015||8|
|Usaa Financial Planning Services||Phoenix, AZ||Jun 2006 - Feb 2015||8|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||Jun 2002|
Total Assets Under Management262,473MILLIONS
Total Number of Accounts2,049,107ACCOUNTS
Average Account Value$128,091
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV, WY