Bonnie
Dodson
Advisory Services Network
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About this Advisor
Bonnie Dodson is a certified financial planner working out of Atlanta, Georgia who has 2 years of relevant experience. Dodson is an advisor for Advisory Services Network. Over the course of their career, they have held roles at Ubs Financial Services Inc, Raymond James Financial Services, Inc, Raymond James Financial Services Advisors, Inc, Ad Private Wealth and Advisory Services Network, LLC. Dodson maintains Series 63 and Series 65 licenses, qualifying them as both a securities agent and an investment advisor representative, and is registered to serve investors in Florida. Advisory Services Network is a registered investment company that has its headquarters in Atlanta, GA. It has offices in 84 locations and a total of 212 financial advisors. It administers $6 billion in assets across its 22,847 accounts, placing it among the largest firms in the nation by assets under management. The firm serves 21 charitable organizations. Of its 22,847 customer accounts, just 6% belong to high-net-worth clients who have greater than $1 million in assets available to invest. Advisory Services Network has a few services, including financial planning services, portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fees usually vary depending on the type of services provided. Fees charged by Advisory Services Network may include asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Advisory Services Network Brokerage Details
$5,772,354,974
212
22,847
$252,653
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
Bonnie Dodson Work History
Bonnie has been registered as a financial advisor for 2 years.*
Advisory Services Network, LLC
Raymond James Financial Services, Inc
Raymond James Financial Services Advisors, Inc
Ad Private Wealth
Ubs Financial Services Inc
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Bonnie Dodson 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 Advisory Services Network
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Atlanta, GA
Tampa, FL
Rockledge, FL
Atlanta, GA
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
