Robert Dawson (CRD# 4502523) is an Investment Advisor Representative working at Dawson Investment Management in Walnut Creek, CA and has over 22 years of experience in the finance industry.
CRD# 4461199
Monetary Management Corporation
CRD# 4983680
Perigon Wealth Management, LLC
CRD# 2626420
Alpha Blue Capital
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Dawson Investment Management | Walnut Creek, CA | Jan 2021 - Current | 3 |
| Lpl Financial, LLC | Walnut Creek, CA | Aug 2017 - Jun 2022 | 4 |
| Ameriprise Financial Services, Inc. | Walnut Creek, CA | Jul 2014 - Aug 2017 | 3 |
| Robert Dawson Notary | Concord, CA | Apr 2010 - Jul 2014 | 4 |
| Allstate Insurance Company | San Ramon, CA | Dec 2005 - Jul 2014 | 8 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Apr 2002 |
| S65 | NASAA Investment Advisors Law Examination | Nov 2014 |
- CA
- TX
-
Total Assets Under Management29MILLIONS
-
Total Number of Accounts161ACCOUNTS
-
Average Account Value$177,625
- A percentage of assets under your management
- Hourly charges
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA, TX
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