Dawson Pendergrass (CRD# 7567283) is an Investment Advisor Representative working at Osaic Wealth, Inc. in Yucca Valley, CA and has 1 year of experience in the finance industry.
CRD# 1178562
Kestra Advisory Services, LLC
CRD# 4461295
Lincoln Financial Securities Corporation
CRD# 4961654
J.p. Morgan Securities LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Osaic Wealth, Inc. | Yucca Valley, CA | Nov 2023 - Current | < 1 |
| Rarick Financial Group | Yucca Valley, CA | Jan 2022 - Current | 2 |
| Fsc Securities | Yucca Valley, CA | Sep 2022 - Nov 2023 | 1 |
| United States Air Force | Lrafb, AR | Jun 2016 - Dec 2021 | 5 |
| Unemployed | Yucca Valley, CA | Jan 2012 - Jun 2016 | 4 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S66 | NASAA Uniform Combined State Law Examination | Jan 2023 |
- CA
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Total Assets Under Management94,558MILLIONS
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Total Number of Accounts437,201ACCOUNTS
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Average Account Value$216,280
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- 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)
- Educational seminars/workshops
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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