Raymond Dodson
Raymond Dodson is a CFP-designated registered investment advisor at Commonwealth Financial Network, based in Bethel Park, PA, with 39 years of industry experience. Raymond is also registered as a broker, so some compensation may come from commissions on products sold. Their practice areas include Alternative Investments, Annuities, Business Owners, Charitable Giving, and 10 more. Their firm serves 360,488 clients with $210B in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $750K | 2.25% |
| $750K - $1.0M | 2.00% |
| $1.0M - $2.0M | 1.75% |
| $2M+ | 1.50% |
Fees are negotiable. Schedule represents maximum allowable annual management fees for PPS Custom programs. Other programs like PPS Select and PPS Direct have separate advisor and program fee schedules.
Fee Estimator
Location
Bethel Park, PA
Get directionsHistory
Regulatory History (1)
Customer Dispute
April 2009Other Business ActivitiesSells Insurance
Raymond is involved in fixed insurance sales at a branch location, which is investment-related.
Employment History
Current Registrations
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
Previous Registrations
Financial Investment Analysts, INC.Broker
American Capital Financial Services, INC.Broker
State Registrations13 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
More Advisors
- Kathi Zimmer, CFPZimmer Financial Planning
- Paul Lang, CFPStifel, Nicolaus & Company, Incorporated
- Tracy Johnston, CFPStifel, Nicolaus & Company, Incorporated
- Nathan Woods, CFPLPL Financial LLC
- Kevin Gallagher, CFPStifel, Nicolaus & Company, Incorporated
- Vincent Kasievich, CFPStifel, Nicolaus & Company, Incorporated