Dodd & Associates
Dodd & Associates (CRD# 118150) is a financial advisory firm headquartered in , . They manage $14,830,916 in 27 accounts and serve the financial needs of clients across 1 states (or territories).
Total Assets Under Management15MILLION
Total Number of Accounts27ACCOUNTS
Average Account Value$549,293
- A percentage of assets under your management
- Hourly charges
- 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)
John Dodd (CRD# 69119) is an Investment Advisor Representative working at Dodd & Associates in Dallas, TX and has over 18 years of experience in the finance industry. John Dodd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.