Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you David? Claim Your ProfileDavid Franklin Dodds is an investment advisor representative with Cetera Investment Advisers LLC, registered in the state of Utah. David has been in the financial services industry since 2002 and has experience with a variety of financial products and services, including insurance, financial planning, portfolio management, and equipment leasing. David is also an insurance agent and holds a Series 6 and Series 63 license. In addition to his work with Cetera Investment Advisers LLC, David is also associated with several other businesses, including Hobbs Management Services, Inc., Data Enterprises Inc., and Financial Network.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
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.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
1
2
UT
06/29/2023 - Present
Cetera Investment Advisers LLC (SANDY UT)
UT
07/28/2010 - 07/11/2013
LPL FINANCIAL LLC (SANDY UT)
UT
04/28/2003 - 08/02/2010
MML INVESTORS SERVICES, INC. (SALT LAKE CITY UT)
VT
02/12/2002 - 11/05/2003
EQUITY SERVICES, INC. (MONTPELIER VT)
IA
Issued 10/03/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/15/2002
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/11/2002
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
Not sure David Dodds is the right advisor for you? Invested Better is here to help.
