David
Dodson

Oppenheimer & Co. Inc

CRD#3167369
Investment Advisor
in Austin, TX
Are you David Dodson? Claim this listing.

Answer a few questions and
get matched with an advisor.

Find an Advisor

About this Advisor

David Dodson is a certified financial planner and chartered financial analyst in Austin, Texas. Currently a registered investment advisor with Oppenheimer & Co. Inc, Dodson has 12 years of practice in the financial advisory industry. Dodson has Series 66, Series 63 and Series 65 licenses, qualifying the advisor as both a securities agent and an investment advisor representative. Dodson can act as an advisor in Texas. Their career trajectory has included roles at Salem Partners Wealth Management, Bb&T Securities, LLC, Oppenheimer & Co, Bb&T Bank and Bb&T Investment Services, Inc. Oppenheimer & Co. Inc is headquartered in Austin, Texas, and operates out of 77 other offices in the nation. In total, Oppenheimer & Co. Inc manages $11 billion in assets throughout 21,879 client accounts and employs more than 2,740 people. The firm's total assets under management makes it one of the largest investment advisory firms in the United States. The firm manages 10,514 accounts on a discretionary basis, meaning the advisor makes investment decisions at their discretion. Currently 2% of the investment firm's clients are high-net-worth individuals, meaning they have more than $1 million in investable assets. Oppenheimer & Co. Inc can provide financial planning services, portfolio management for individuals and small businesses, portfolio management for pooled investment vehicles, portfolio management for institutional clients, pension consulting services and selection of other advisers. The firm may charge clients asset-based, fixed, commission-based and performance-based fees.

Certifications and Registrations

Series 66, Series 63, Series 65, Certified Financial Planner, Chartered Financial Analyst

Years of Experience

12 years

Services Offered

Financial planning services, Portfolio management for individuals and/or small businesses, Portfolio management for pooled investment vehicles, Portfolio management for businesses or institutional clients, Pension consulting services, Selection of other advisers

Fee Structure

Percentage of Assets, Fixed Fees, Commissions, Performance-based Fees

Disclosures

No

Office Location

Barton Oaks Plaza, Bldg Iii 901 S. Mopac Expressway Ste 450
Austin, TX 78746

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.

Oppenheimer & Co. Inc Brokerage Details

Total Assets Under Management

$10,613,813,009

TX Average: $7,464,549,021
Total Number of Employees

2,868

TX Average: 88
Total Number of Accounts

23,088

TX Average: 3,892
Average Account Size

$459,711

TX Average: $1,917,921

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
  • Portfolio management for pooled investment vehicles
  • Portfolio management for businesses or institutional clients
  • Pension consulting services
  • Selection of other advisers

David Dodson Work History

David has 12 years of experience.

2018 - Present (1 year)

Oppenheimer & Co

2018 - 2018 (< 1 year)

Bb&T Securities, LLC

2016 - 2018 (2 years)

Bb&T Bank

2016 - 2018 (2 years)

Bb&T Investment Services, Inc

2006 - 2016 (10 years)

Salem Partners Wealth Management

Disclosures

David Dodson has no disclosures.

Please visit their SEC profile for more details.

This content was compiled from the SEC and FINRA.

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

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