Dollie
Halford

Dixon Hughes Goodman Wealth Advisors LLC

CRD#4827740
Investment Advisor
in Hendersonville, NC

Answer a few questions and
get matched with an advisor.

Find an Advisor

or call us now at 1-888-467-5419

About this Advisor

Dollie Halford is a certified financial planner in Hendersonville, North Carolina. Currently a registered investment advisor at Dixon Hughes Goodman Wealth Advisors LLC, Halford has 12 years of professional experience. Halford has Series 63 and Series 65 licenses, which qualify the advisor as both a securities agent and an investment advisor representative. Halford is able to work with customers based out of North Carolina. Halford has spent their whole career at Dixon Hughes Goodman Wealth Advisors LLC. Dixon Hughes Goodman Wealth Advisors LLC is based out of Hendersonville, North Carolina, and has 19 brick-and-mortar locations throughout the nation. Overall, Dixon Hughes Goodman Wealth Advisors LLC manages $2 billion in assets throughout 4,850 client accounts and retains 36 staff members. The firm's total assets under management places it among the biggest investment advisory firms in the United States. The firm manages 4,836 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 30% of the firm's customers are high-net-worth individuals, meaning they have greater than $1 million in investable assets. Dixon Hughes Goodman Wealth Advisors LLC offers financial planning services, portfolio management for individuals and small businesses, pension consulting services, publication of newsletters and educational seminars. The firm's fees may include asset-based, hourly and fixed fees.

Certifications and Registrations

Series 63, Series 65, CERTIFIED FINANCIAL PLANNER™

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Pension consulting services, Publication of periodicals or newsletters, Educational seminars/workshops

Fee Structure

Percentage of Assets, Hourly Charges, Fixed Fees

Disclosures

No

Office Location

1620 Asheville Highway
Hendersonville, NC 28791

Not sure which advisor is right for you? Use our matching tool.

Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.

Dixon Hughes Goodman Wealth Advisors LLC Brokerage Details

Total Assets Under Management

$1,609,107,815

NC Average: $3,625,019,099
Total Number of Employees

36

NC Average: 22
Total Number of Accounts

4,850

NC Average: 1,917
Average Account Size

$331,775

NC Average: $1,890,985

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started

Investment Advisory Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Publication of periodicals or newsletters
  • Educational seminars/workshops

Dollie Halford Work History

Dollie has 12 years of experience.

2008 - Present (13 years)

Dixon Hughes Wealth Advisors LLC

Disclosures

Dollie Halford has no disclosures.

Please visit their SEC profile for more details.

Financial Advisors at Dixon Hughes Goodman Wealth Advisors LLC

Jason Lunsford
Charleston, WV
Carson Wannamaker
High Point, NC
Joe Moser
Memphis, TN
Dorsey Tyndall
Greenville, NC
Justin Baas
Raleigh, NC
William Laird
Jacksonville, FL
David Koppenheffer
Greenville, SC
Paul Harteg
Greenville, SC

This content was compiled from the SEC and FINRA.

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 use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.

Let us help match you with the right financial advisor for your needs.

Answer a few questions to get a personalized match.
Get started