linkedInfacebook
For AdvisorsLog InContact Us
Invested Better
Unclaimed

Unclaimed

Unclaimed

Colby Dotson

Boyd Wealth Management, LLC

Use our Financial Advisor Match Tool to find your ideal match.
UnclaimedThis information is unverified and unclaimed information. Are you Colby? Claim Your Profile

About Colby Dotson

Colby Dotson is a financial advisor with Boyd Wealth Management, LLC. Colby Dotson has experience in the financial services industry and holds the Series 7TO, Series 63, and Series 66 licenses. Colby Dotson also holds the Certified Financial Planner designation. Colby Dotson provides financial planning and portfolio management services to individuals, businesses, and retirement plans.

Firm Information

Colby Dotson is currently registered with Boyd Wealth Management, LLC. Boyd Wealth Management, LLC is a Registered Investment Advisor based in Sacramento, CA. The firm has 4 licensed agents and manages approximately $305,526,296 in assets for 457 clients. Boyd Wealth Management provides financial planning, pension consulting, and portfolio management services to individuals, businesses, and pension and profit-sharing plans. The firm's website is https://www.boyd-wealth.com.
Boyd Wealth Management, LLC

1375 EXPOSITION BLVD

SACRAMENTO, CA 95815

$305.53M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

check

financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

check

pension consulting services

Guidance on pension options to ensure a secure financial future.

check

portfolio management for businesses

Custom portfolio management strategies for businesses to achieve long-term growth.

check

portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

check

fixed fees

Set rates for specific services, regardless of time or assets managed.

check

percentage of assets

A percentage of the total value of assets under management is charged.

Find Your Ideal Financial Advisor

1

Finding a financial advisor doesn’t have to be complicated. InvestedBetter’s free tool connects you with advisors who serve your area and fit your financial needs in just 5 minutes.

2

Your matches with an Advisor based on their qualifications and skills to help you achieve your financial goals. Get on the path to financial success today.

Colby Dotson’s Registration & Firm History

CA

12/18/2023 - Present

Boyd Wealth Management, LLC (SACRAMENTO CA)

CA

04/12/2022 - 01/03/2024

CHARLES SCHWAB & CO., INC. (Roseville CA)

CA

10/28/2021 - 01/03/2024

TD AMERITRADE, INC. (Roseville CA)

CA

03/05/2019 - 10/11/2021

FIDELITY BROKERAGE SERVICES LLC (ROSEVILLE CA)

Not sure if Colby Dotson is right for you?

Licenses & Designations

BOTH

Issued 11/26/2019

Series 66 - Uniform Combined State Law Examination

BC

Issued 04/10/2019

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 03/05/2019

Series 7TO - General Securities Representative Examination

BC

Issued 01/18/2019

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Colby Dotson.
Not sure if Colby Dotson is right for you?