Brad
Dobson
Best Invest
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About this Advisor
Brad Dobson is a financial advisor based in San Antonio, Texas, working with Best Invest. Brad has previously held positions at Kercheville & Company, Kercheville Advisors LLC, and Best Invest. Brad has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Texas. Currently, Brad is part of Best Invest, which operates out of San Antonio, Texas. The firm has 4 employees and manages assets totaling $209.2 million. The firm serves a variety of clients, including charitable organizations and high-net-worth individuals. The services offered by the firm include financial planning services and portfolio management for individuals and small businesses. The fee structure at Best Invest includes asset-based and hourly fees.
Certifications and Registrations
Services Offered
Fee Structure
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Best Invest Brokerage Details
$209,232,081
4
1,276
$163,975
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
Brad Dobson Work History
Best Invest
Best Invest
Kercheville Advisors LLC
Kercheville & Company
Disclosures
Please visit the SEC profile of Brad Dobson 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 Best Invest
San Antonio, TX
San Antonio, TX
San Antonio, TX
The content in this profile was updated by SmartAsset on 6/19/2024. 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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