Peter Dobson, financial advisor Walnut Creek CA

Peter Dobson

CRD Number: 6925012
Current Firm: Cambridge Investment Research Advisors, Inc.

Peter Dobson (CRD# 6925012) is an Investment Advisor Representative working at Cambridge Investment Research Advisors, Inc. in Walnut Creek, CA and has 1 year of experience in the finance industry.

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Company Name Location Dates Years
Cambridge Investment Research Advisors, Inc. Fairfield, IA Jan 2022 - Current < 1
Cambridge Investment Research Fairfield, IA Dec 2019 - Current 2
Cambridge Investment Research Fairfield, IA Jul 2019 - Jan 2022 2
Communitas Financial Planning Oakland, CA Jul 2018 - Jul 2019 1
Dobson Asset Management Petaluma, CA Apr 2017 - Jul 2018 1
San Francisco Baykeeper Oakland, CA Jan 2017 - Jun 2017 < 1
Extended Travel Quito, Aug 2016 - Jan 2017 < 1
La Sorbonne Paris, Jun 2015 - Jun 2016 1
Boys And Girls Club Of America Petaluma, CA Apr 2014 - May 2015 1
Dobson Asset Management Petaluma, CA Aug 2013 - Apr 2014 < 1
Csu San Marcos San Marcos, CA Jun 2008 - May 2013 4
Exam Code Name Passed Date
S66 NASAA Uniform Combined State Law Examination Feb 2021
Contact Info for Peter C. Dobson
Phone Number: 641-472-5100
Registered State(s):
  • CA
By the Numbers
  • Total Assets Under Management
    82,247
    MILLIONS
  • Total Number of Accounts
    382,713
    ACCOUNTS
  • Average Account Value
    $214,906
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
  • Market timing services
  • Educational seminars/workshops
Types of Clients
Registered States

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

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