John
Dotson

Shaw Financial Services

CRD#6073984
Investment Advisor
in Edmond, OK

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About this Advisor

John Dotson is a financial advisor operating in Edmond, Oklahoma, who has 3 years of industry experience. Dotson currently works for Shaw Financial Services. Throughout their career, Dotson has worked at Lincoln Financial Securities Corporation, Lpl Financial LLC, Shaw Financial Services, LLC and Shaw Financial Services. Dotson has a Series 66 license, designating them as both a securities agent and an investment advisor representative, and is registered to operate in Oklahoma and Texas. Shaw Financial Services is an advisory firm headquartered in Edmond, OK. The company has a total of 13 advisors. It controls $854 million in assets under management between its 5,789 customer accounts, making it one of the bigger firms in the country by assets under management. Of its 5,789 accounts, 18% are associated with high-net-worth investors who have at least $1 million in assets available to invest. Shaw Financial Services offers a set of services, including portfolio management for individuals and small businesses and selection of other advisers. A financial advisor's fee schedules usually are based on which services are provided. Fees charged by Shaw Financial Services typically consist of asset-based fees.

Certifications and Registrations

Series 66

Years Registered*

3 years

Services Offered

Portfolio management for individuals and/or small businesses, Selection of other advisers

Fee Structure

Percentage of Assets

Office Location

2901 South Bryant Avenue
Edmond, OK 73013

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Shaw Financial Services Brokerage Details

Total Assets Under Management

$854,028,314

OK Average: $681,523,814
Total Number of Employees

13

OK Average: 15
Total Number of Accounts

5,789

OK Average: 642
Average Account Size

$147,526

OK Average: $1,061,564

Investment Advisory Services

  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers

John Dotson Work History

John has been registered as a financial advisor for 3 years.*

2019 - Present (5 years)

Shaw Financial Services, LLC

2018 - Present (6 years)

Shaw Financial Services

2013 - Present (11 years)

Lpl Financial LLC

2012 - 2013 (1 year)

Lincoln Financial Securities Corporation

*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 John Dotson 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 Shaw Financial Services

Geoffrey Weiss
Edmond, OK
John Dotson
Edmond, OK
Christie Hughes
Edmond, OK
Christopher Beard
Edmond, OK
Royse Mccasland
Edmond, OK
Jordan Long
Edmond, OK
Jonathan Pixley
Edmond, OK
Toni Selph
Tulsa, OK

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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