Douglas
Dawson
Alpine Private Wealth
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About this Advisor
Douglas Dawson is a financial advisor based in Inlet Beach, Florida, working with Alpine Private Wealth. Douglas has previously held positions at Douglas W. Dawson, Cpa, Hd Vest Investment Services, Hd Vest Advisory Services, Inc, Avantax Advisory Services, Alpine Private Wealth, and Epiqwest Investment Corporation. Douglas has passed the Series 63 regulatory exam and is registered to provide services in Florida, Missouri, and Texas. Currently, Douglas is part of Alpine Private Wealth, which operates out of Inlet Beach, Florida. The firm has 4 offices and 17 employees. The firm manages assets totaling $978.5 million and serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services, portfolio management for individuals and small businesses, portfolio management for institutional clients, and selection of other advisers. The fee structure at Alpine Private Wealth includes asset-based and fixed fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Alpine Private Wealth Brokerage Details
$978,478,127
17
268
$3,651,038
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection of other advisers
Douglas Dawson Work History
Alpine Private Wealth
Douglas W. Dawson, Cpa
Avantax Advisory Services
Epiqwest Investment Corporation
Hd Vest Advisory Services, Inc
Hd Vest Investment Services
Disclosures
Please visit the SEC profile of Douglas Dawson to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Alpine Private Wealth
Santa Rosa Beach, FL
Saint Louis, MO
Saint Louis, MO
Inlet Beach, FL
Saint Louis, MO
Shreveport, LA
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