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Douglas Randall Dobson

Main Street Financial Solutions, LLC

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About Douglas Randall Dobson

Douglas Randall Dobson is a financial advisor with Main Street Financial Solutions, LLC. Douglas has been in the financial services industry since 1994. Douglas specializes in financial planning, portfolio management, and pension consulting. Douglas is a Certified Financial Planner. Douglas is registered with the state of Texas.

Firm Information

Douglas Dobson is currently registered with Main Street Financial Solutions, LLC. Main Street Financial Solutions, LLC is an investment advisor based in Newtown, PA. The firm provides financial planning, pension consulting, and portfolio management for individuals, businesses, and charitable organizations. With over $1.7 billion in regulatory assets under management, Main Street Financial Solutions, LLC serves over 5,200 clients across a variety of client types.
Main Street Financial Solutions, LLC

503 E. WASHINGTON AVENUE

NEWTOWN, PA 18940

$1.77B

Assets Under Management

37

Total Clients

34

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.

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financial planning services

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

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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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.

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fixed fees

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

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percentage of assets

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

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Douglas Dobson’s Registration & Firm History

TX

02/10/2020 - Present

Main Street Financial Solutions, LLC (THE WOODLANDS TX)

TX

04/25/1996 - 08/06/2019

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (THE WOODLANDS TX)

NY

06/15/1994 - 05/02/1996

DEAN WITTER REYNOLDS INC. (PURCHASE NY)

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Licenses & Designations

IA

Issued 10/02/1996

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 06/22/1994

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 06/29/1994

Series 31 - Futures Managed Funds Examination

BC

Issued 06/14/1994

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

Disclosures

There are no public disclosures for Douglas Randall Dobson.
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