Dixon Hughes Goodman Wealth Advisors LLC
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
Years of Experience
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Dixon Hughes Goodman Wealth Advisors LLC Brokerage Details
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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.
Dixon Hughes Wealth Advisors LLC
Dollie Halford has no disclosures.
Please visit their SEC profile for more details.
Financial Advisors at Dixon Hughes Goodman Wealth Advisors LLC
High Point, NC
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.